Veery Capital
USMV icon

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
Q3 		$886K Buy
9,091
+84
+0.9% +$8.32K 0.24% 37
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Veery Capital's USMV Position: Q3 2026 in Review

Veery Capital increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.93% in Q3 2026, buying an estimated $8.32K and bringing the position to 9,091 shares worth $886K. The position accounts for 0.24% of the portfolio, ranked #37.

Veery Capital first reported a position in USMV in Q4 2020 and has held it in 24 quarters since. 1,140 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • Veery Capital held 9,091 shares of iShares MSCI USA Min Vol Factor ETF worth $886K as of Q3 2026.
  • Veery Capital bought 84 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $8.32K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.24% of Veery Capital's portfolio in Q3 2026, its #37 holding.
  • Veery Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,140 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.