Veery Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Veery Capital’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	$869K	Buy	9,007 +1,177	+15%	+$112K	0.23%	39
2026 Q1	$726K	Buy	7,830 +296	+4%	+$28.1K	0.22%	41
2025 Q4	$709K	Hold	7,534	–	–	0.22%	43
2025 Q3	$717K	Sell	7,534 -1	-0%	-$94	0.23%	43
2025 Q2	$707K	Sell	7,535 -2	-0%	-$184	0.24%	40
2025 Q1	$706K	Sell	7,537 -2	-0%	-$184	0.27%	36
2024 Q4	$669K	Sell	7,539 -928	-11%	-$85.1K	0.26%	38
2024 Q3	$773K	Buy	8,467 +100	+1%	+$8.82K	0.29%	35
2024 Q2	$702K	Sell	8,367 -521	-6%	-$42.9K	0.28%	36
2024 Q1	$743K	Sell	8,888 -1,954	-18%	-$158K	0.3%	34
2023 Q4	$846K	Sell	10,842 -20	-0.2%	-$1.49K	0.38%	36
2023 Q3	$786K	Sell	10,862 -5	-0%	-$373	0.38%	36
2023 Q2	$808K	Buy	10,867 +413	+4%	+$30.2K	0.38%	37
2023 Q1	$760K	Buy	10,454 +765	+8%	+$55K	0.41%	35
2022 Q4	$699K	Sell	9,689 -3	-0%	-$213	0.41%	35
2022 Q3	$641K	Sell	9,692 -6	-0.1%	-$433	0.41%	33
2022 Q2	$681K	Sell	9,698 -58	-0.6%	-$4.25K	0.42%	33
2022 Q1	$757K	Sell	9,756 -142	-1%	-$10.8K	0.42%	34
2021 Q4	$801K	Buy	9,898 +237	+2%	+$18.4K	0.42%	35
2021 Q3	$710K	Buy	9,661 +138	+1%	+$10.5K	0.4%	37
2021 Q2	$701K	Sell	9,523 -294	-3%	-$21.2K	0.41%	38
2021 Q1	$679K	Sell	9,817 -37	-0.4%	-$2.5K	0.43%	37
2020 Q4	$669K	Buy	+9,854	New	+$649K	0.45%	37

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

Veery Capital's USMV Position: Q2 2026 in Review

Veery Capital increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 15% in Q2 2026, buying an estimated $112K and bringing the position to 9,007 shares worth $869K. The position accounts for 0.23% of the portfolio, ranked #39.

Veery Capital first reported a position in USMV in Q4 2020 and has held it in 23 quarters since. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Veery Capital held 9,007 shares of iShares MSCI USA Min Vol Factor ETF worth $869K as of Q2 2026.
Veery Capital bought 1,177 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $112K.
iShares MSCI USA Min Vol Factor ETF made up 0.23% of Veery Capital's portfolio in Q2 2026, its #39 holding.
Veery Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.