VERITY Wealth Advisors
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VERITY Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

VERITY Wealth Advisors’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 		$1.17M Sell
11,989
-113
-0.9% -$11.2K 0.69% 23
2026
Q2 		$1.17M Hold
12,102
– – 0.71% 22
2026
Q1 		$1.12M Hold
12,102
– – 0.75% 21
2025
Q4 		$1.14M Hold
12,102
– – 0.71% 25
2025
Q3 		$1.15M Sell
12,102
-16
-0.1% -$1.5K 0.73% 25
2025
Q2 		$1.14M Buy
12,118
+107
+0.9% +$9.8K 0.76% 22
2025
Q1 		$1.12M Sell
12,011
-7,242
-38% -$666K 0.83% 24
2024
Q4 		$1.71M Sell
19,253
-1,718
-8% -$158K 1.23% 13
2024
Q3 		$1.91M Sell
20,971
-1,434
-6% -$126K 1.35% 13
2024
Q2 		$1.88M Sell
22,405
-328
-1% -$27K 1.41% 13
2024
Q1 		$1.9M Sell
22,733
-653
-3% -$52.7K 1.46% 12
2023
Q4 		$1.82M Sell
23,386
-131
-0.6% -$9.8K 1.57% 13
2023
Q3 		$1.7M Sell
23,517
-1,288
-5% -$96K 1.6% 14
2023
Q2 		$1.84M Sell
24,805
-890
-3% -$65K 1.66% 14
2023
Q1 		$1.87M Buy
25,695
+94
+0.4% +$6.76K 1.73% 14
2022
Q4 		$1.85M Sell
25,601
-185
-0.7% -$13.2K 1.81% 13
2022
Q3 		$1.7M Sell
25,786
-71
-0.3% -$5.12K 1.75% 14
2022
Q2 		$1.82M Sell
25,857
-4,532
-15% -$332K 1.76% 14
2022
Q1 		$2.36M Sell
30,389
-3,945
-11% -$299K 2.08% 11
2021
Q4 		$2.78M Buy
34,334
+223
+0.7% +$17.3K 2.31% 10
2021
Q3 		$2.51M Sell
34,111
-997
-3% -$75.9K 2.24% 10
2021
Q2 		$2.58M Sell
35,108
-6,934
-16% -$501K 2.34% 9
2021
Q1 		$2.91M Buy
42,042
+1,871
+5% +$126K 2.58% 9
2020
Q4 		$2.73M Sell
40,171
-4,554
-10% -$300K 2.48% 9
2020
Q3 		$2.85M Sell
44,725
-5,342
-11% -$339K 2.91% 9
2020
Q2 		$3.04M Sell
50,067
-1,229
-2% -$72.9K 3.24% 9
2020
Q1 		$2.77M Sell
51,296
-46,044
-47% -$2.92M 3.77% 7
2019
Q4 		$6.38M Sell
97,340
-4,332
-4% -$278K 6.15% 4
2019
Q3 		$6.52M Sell
101,672
-4,387
-4% -$278K 6.42% 3
2019
Q2 		$6.55M Sell
106,059
-9,109
-8% -$547K 6.44% 3
2019
Q1 		$6.77M Buy
115,168
+2,284
+2% +$128K 6.92% 2
2018
Q4 		$5.92M Buy
+112,884
New +$6.21M 6.8% 2

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

VERITY Wealth Advisors's USMV Position: Q3 2026 in Review

VERITY Wealth Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 0.93% in Q3 2026, selling an estimated $11.2K and leaving 11,989 shares worth $1.17M. The position accounts for 0.69% of the portfolio, ranked #23.

VERITY Wealth Advisors first reported a position in USMV in Q4 2018 and has held it in 32 quarters since. The position peaked at $6.77M in Q1 2019. 1,207 funds tracked by Wall St. Rank hold USMV as of Q3 2026.

  • VERITY Wealth Advisors held 11,989 shares of iShares MSCI USA Min Vol Factor ETF worth $1.17M as of Q3 2026.
  • VERITY Wealth Advisors sold 113 iShares MSCI USA Min Vol Factor ETF shares in Q3 2026, an estimated $11.2K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.69% of VERITY Wealth Advisors's portfolio in Q3 2026, its #23 holding.
  • VERITY Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 32 quarters since.
  • VERITY Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $6.77M in Q1 2019.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2026.

Based on VERITY Wealth Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.