HWA
Hilltop Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-150,025
| Closed | -$12.1M | – | 37 |
|
|
2021
Q4 | $12.1M | Buy |
150,025
+1,573
| +1% | +$127K | 8.43% | 5 |
|
|
2021
Q3 | $10.9M | Buy |
148,452
+8,503
| +6% | +$625K | 7.66% | 6 |
|
|
2021
Q2 | $10.3M | Buy |
139,949
+4,921
| +4% | +$362K | 7.29% | 6 |
|
|
2021
Q1 | $9.34M | Buy |
135,028
+4,159
| +3% | +$288K | 7.14% | 6 |
|
|
2020
Q4 | $8.88M | Buy |
130,869
+1,397
| +1% | +$94.8K | 7.91% | 4 |
|
|
2020
Q3 | $8.25M | Buy |
129,472
+3,560
| +3% | +$227K | 8.36% | 4 |
|
|
2020
Q2 | $7.63M | Sell |
125,912
-35,540
| -22% | -$2.15M | 8.36% | 4 |
|
|
2020
Q1 | $8.72M | Buy |
161,452
+3,732
| +2% | +$202K | 10.65% | 3 |
|
|
2019
Q4 | $10.3M | Buy |
+157,720
| New | +$10.3M | 10.73% | 3 |
|