Hobbs Group Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Hobbs Group Advisors’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
2026 Q2	$3.45M	Sell	35,788 -832	-2%	-$79K	0.91%	21
2026 Q1	$3.4M	Sell	36,620 -1,320	-3%	-$125K	1.02%	20
2025 Q4	$3.57M	Sell	37,940 -25,113	-40%	-$2.37M	1.08%	19
2025 Q3	$6M	Buy	63,053 +282	+0.4%	+$26.4K	1.87%	10
2025 Q2	$5.89M	Sell	62,771 -3,269	-5%	-$301K	2.01%	12
2025 Q1	$6.19M	Buy	66,040 +30,031	+83%	+$2.76M	2.35%	9
2024 Q4	$3.2M	Sell	36,009 -41,676	-54%	-$3.82M	1.2%	16
2024 Q3	$7.09M	Buy	77,685 +45,756	+143%	+$4.03M	2.54%	10
2024 Q2	$2.68M	Buy	+31,929	New	+$2.63M	1.02%	18
2023 Q4	$2.76M	Buy	+35,327	New	+$2.64M	1.23%	18

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hobbs Group Advisors's USMV Position: Q2 2026 in Review

Hobbs Group Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.3% in Q2 2026, selling an estimated $79K and leaving 35,788 shares worth $3.45M. The position accounts for 0.91% of the portfolio, ranked #21.

Hobbs Group Advisors first reported a position in USMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.09M in Q3 2024. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Hobbs Group Advisors held 35,788 shares of iShares MSCI USA Min Vol Factor ETF worth $3.45M as of Q2 2026.
Hobbs Group Advisors sold 832 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $79K.
iShares MSCI USA Min Vol Factor ETF made up 0.91% of Hobbs Group Advisors's portfolio in Q2 2026, its #21 holding.
Hobbs Group Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $7.09M in Q3 2024.
1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.