HCC
Hirtle Callaghan & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,138
| Closed | -$2.32M | – | 124 |
|
|
2024
Q4 | $2.32M | Buy |
+26,138
| New | +$2.32M | 0.1% | 49 |
|
|
2021
Q3 | – | Sell |
-254
| Closed | -$19K | – | 56 |
|
|
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 | +$13K | ﹤0.01% | 108 |
|