Veery Capital’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Sell |
7,535
-2
| -0% | -$188 | 0.24% | 40 |
|
|
2025
Q1 | $706K | Sell |
7,537
-2
| -0% | -$187 | 0.27% | 36 |
|
|
2024
Q4 | $669K | Sell |
7,539
-928
| -11% | -$82.4K | 0.26% | 38 |
|
|
2024
Q3 | $773K | Buy |
8,467
+100
| +1% | +$9.13K | 0.29% | 35 |
|
|
2024
Q2 | $702K | Sell |
8,367
-521
| -6% | -$43.7K | 0.28% | 36 |
|
|
2024
Q1 | $743K | Sell |
8,888
-1,954
| -18% | -$163K | 0.3% | 34 |
|
|
2023
Q4 | $846K | Sell |
10,842
-20
| -0.2% | -$1.56K | 0.38% | 36 |
|
|
2023
Q3 | $786K | Sell |
10,862
-5
| -0% | -$362 | 0.38% | 36 |
|
|
2023
Q2 | $808K | Buy |
10,867
+413
| +4% | +$30.7K | 0.38% | 37 |
|
|
2023
Q1 | $760K | Buy |
10,454
+765
| +8% | +$55.6K | 0.41% | 35 |
|
|
2022
Q4 | $699K | Sell |
9,689
-3
| -0% | -$216 | 0.41% | 35 |
|
|
2022
Q3 | $641K | Sell |
9,692
-6
| -0.1% | -$397 | 0.41% | 33 |
|
|
2022
Q2 | $681K | Sell |
9,698
-58
| -0.6% | -$4.07K | 0.42% | 33 |
|
|
2022
Q1 | $757K | Sell |
9,756
-142
| -1% | -$11K | 0.42% | 34 |
|
|
2021
Q4 | $801K | Buy |
9,898
+237
| +2% | +$19.2K | 0.42% | 35 |
|
|
2021
Q3 | $710K | Buy |
9,661
+138
| +1% | +$10.1K | 0.4% | 37 |
|
|
2021
Q2 | $701K | Sell |
9,523
-294
| -3% | -$21.6K | 0.41% | 38 |
|
|
2021
Q1 | $679K | Sell |
9,817
-37
| -0.4% | -$2.56K | 0.43% | 37 |
|
|
2020
Q4 | $669K | Buy |
+9,854
| New | +$669K | 0.45% | 37 |
|