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

Veracity 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
2021
Q1 		– Sell
-3,838
Closed -$261K – 253
2020
Q4 		$261K Sell
3,838
-141
-4% -$9.28K 0.14% 173
2020
Q3 		$254K Buy
+3,979
New +$252K 0.14% 161
2020
Q2 		– Sell
-4,858
Closed -$262K – 257
2020
Q1 		$262K Buy
+4,858
New +$308K 0.08% 161

Other funds holding USMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Veracity Capital's USMV Position: Q1 2021 in Review

Veracity Capital sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q1 2021, closing a stake of 3,838 shares — an estimated $261K sold.

Veracity Capital first reported a position in USMV in Q1 2020 and held it in 3 quarters. The position peaked at $262K in Q1 2020. 983 funds tracked by Wall St. Rank hold USMV as of Q1 2021.

  • Veracity Capital reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Veracity Capital sold 3,838 iShares MSCI USA Min Vol Factor ETF shares in Q1 2021, an estimated $261K.
  • Veracity Capital first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2020 and held it in 3 quarters.
  • Veracity Capital's iShares MSCI USA Min Vol Factor ETF position peaked at $262K in Q1 2020.
  • 983 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2021.

Based on Veracity Capital's 13F filing for Q1 2021, filed 12 Apr 2021.