Hobart Private Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $377K | Hold |
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|
2025
Q2 | $372K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $342K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $2.92M | Sell |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.75M | Sell |
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|
2020
Q4 | $3.38M | Buy |
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|
2020
Q3 | $2.84M | Buy |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $2.47M | Buy |
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|
2019
Q4 | $2.77M | Sell |
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|
2019
Q3 | $4.74M | Buy |
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|
2019
Q2 | $3.2M | Buy |
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|
2019
Q1 | $670K | Buy |
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|
2018
Q4 | $551K | Sell |
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|
2018
Q3 | $603K | Sell |
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|
2018
Q2 | $568K | Buy |
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|
2018
Q1 | $550K | Buy |
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|
2017
Q4 | $321K | Buy |
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