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HUB Investment Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

HUB Investment Partners’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
2023
Q4 		– Sell
-3,727
Closed -$270K – 428
2023
Q3 		$270K Buy
+3,727
New +$278K 0.04% 204
2022
Q1 		– Sell
-2,503
Closed -$202K – 217
2021
Q4 		$202K Buy
+2,503
New +$194K 0.05% 194
2021
Q3 		– Sell
-15,578
Closed -$1.15M – 235
2021
Q2 		$1.15M Sell
15,578
-54,190
-78% -$3.91M 0.31% 80
2021
Q1 		$4.83M Sell
69,768
-27,161
-28% -$1.84M 1.42% 13
2020
Q4 		$6.18M Buy
+96,929
New +$6.38M 2.81% 6

Other funds holding USMV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HUB Investment Partners's USMV Position: Q4 2023 in Review

HUB Investment Partners sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2023, closing a stake of 3,727 shares — an estimated $270K sold.

HUB Investment Partners first reported a position in USMV in Q4 2020 and held it in 5 quarters. The position peaked at $6.18M in Q4 2020. 1,224 funds tracked by Wall St. Rank hold USMV as of Q4 2023.

  • HUB Investment Partners reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • HUB Investment Partners sold 3,727 iShares MSCI USA Min Vol Factor ETF shares in Q4 2023, an estimated $270K.
  • HUB Investment Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and held it in 5 quarters.
  • HUB Investment Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $6.18M in Q4 2020.
  • 1,224 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2023.

Based on HUB Investment Partners's 13F filing for Q4 2023, filed 6 Feb 2024.