HGA
Hobbs Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Sell |
62,771
-3,269
| -5% | -$307K | 2.01% | 12 |
|
|
2025
Q1 | $6.19M | Buy |
66,040
+30,031
| +83% | +$2.81M | 2.35% | 9 |
|
|
2024
Q4 | $3.2M | Sell |
36,009
-41,676
| -54% | -$3.7M | 1.2% | 16 |
|
|
2024
Q3 | $7.09M | Buy |
77,685
+45,756
| +143% | +$4.18M | 2.54% | 10 |
|
|
2024
Q2 | $2.68M | Buy |
+31,929
| New | +$2.68M | 1.02% | 18 |
|
|
2023
Q4 | $2.76M | Buy |
+35,327
| New | +$2.76M | 1.23% | 18 |
|