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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 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. 257 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.
257 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.