Hirtle Callaghan & Co’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hirtle Callaghan & Co’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-26,138	Closed	-$2.32M	–	124
2024 Q4	$2.32M	Buy	+26,138	New	+$2.4M	0.1%	49
2021 Q3	–	Sell	-254	Closed	-$19K	–	51
2021 Q2	$19K	Hold	254	–	–	﹤0.01%	46
2021 Q1	$18K	Hold	254	–	–	﹤0.01%	47
2020 Q4	$17K	Hold	254	–	–	﹤0.01%	47
2020 Q3	$16K	Hold	254	–	–	﹤0.01%	49
2020 Q2	$15K	Hold	254	–	–	﹤0.01%	46
2020 Q1	$14K	Hold	254	–	–	﹤0.01%	44
2019 Q4	$17K	Hold	254	–	–	﹤0.01%	39
2019 Q3	$16K	Hold	254	–	–	﹤0.01%	39
2019 Q2	$16K	Hold	254	–	–	﹤0.01%	42
2019 Q1	$15K	Hold	254	–	–	﹤0.01%	40
2018 Q4	$13K	Buy	+254	New	+$14K	﹤0.01%	108

Other funds holding USMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hirtle Callaghan & Co's USMV Position: Q1 2025 in Review

Hirtle Callaghan & Co sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2025, closing a stake of 26,138 shares — an estimated $2.32M sold.

Hirtle Callaghan & Co first reported a position in USMV in Q4 2018 and held it in 12 quarters. The position peaked at $2.32M in Q4 2024. 1,298 funds tracked by Wall St. Rank hold USMV as of Q1 2025.

Hirtle Callaghan & Co reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Hirtle Callaghan & Co sold 26,138 iShares MSCI USA Min Vol Factor ETF shares in Q1 2025, an estimated $2.32M.
Hirtle Callaghan & Co first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and held it in 12 quarters.
Hirtle Callaghan & Co's iShares MSCI USA Min Vol Factor ETF position peaked at $2.32M in Q4 2024.
1,298 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2025.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2025, filed 12 May 2025.