VERITY Wealth Advisors’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 | $1.14M | Buy |
12,118
+107
| +0.9% | +$10K | 0.76% | 22 |
|
|
2025
Q1 | $1.12M | Sell |
12,011
-7,242
| -38% | -$678K | 0.83% | 24 |
|
|
2024
Q4 | $1.71M | Sell |
19,253
-1,718
| -8% | -$153K | 1.23% | 13 |
|
|
2024
Q3 | $1.91M | Sell |
20,971
-1,434
| -6% | -$131K | 1.35% | 13 |
|
|
2024
Q2 | $1.88M | Sell |
22,405
-328
| -1% | -$27.5K | 1.41% | 13 |
|
|
2024
Q1 | $1.9M | Sell |
22,733
-653
| -3% | -$54.6K | 1.46% | 12 |
|
|
2023
Q4 | $1.82M | Sell |
23,386
-131
| -0.6% | -$10.2K | 1.57% | 13 |
|
|
2023
Q3 | $1.7M | Sell |
23,517
-1,288
| -5% | -$93.2K | 1.6% | 14 |
|
|
2023
Q2 | $1.84M | Sell |
24,805
-890
| -3% | -$66.2K | 1.66% | 14 |
|
|
2023
Q1 | $1.87M | Buy |
25,695
+94
| +0.4% | +$6.84K | 1.73% | 14 |
|
|
2022
Q4 | $1.85M | Sell |
25,601
-185
| -0.7% | -$13.3K | 1.81% | 13 |
|
|
2022
Q3 | $1.7M | Sell |
25,786
-71
| -0.3% | -$4.69K | 1.75% | 14 |
|
|
2022
Q2 | $1.82M | Sell |
25,857
-4,532
| -15% | -$318K | 1.76% | 14 |
|
|
2022
Q1 | $2.36M | Sell |
30,389
-3,945
| -11% | -$306K | 2.08% | 11 |
|
|
2021
Q4 | $2.78M | Buy |
34,334
+223
| +0.7% | +$18K | 2.31% | 10 |
|
|
2021
Q3 | $2.51M | Sell |
34,111
-997
| -3% | -$73.3K | 2.24% | 10 |
|
|
2021
Q2 | $2.58M | Sell |
35,108
-6,934
| -16% | -$510K | 2.34% | 9 |
|
|
2021
Q1 | $2.91M | Buy |
42,042
+1,871
| +5% | +$129K | 2.58% | 9 |
|
|
2020
Q4 | $2.73M | Sell |
40,171
-4,554
| -10% | -$309K | 2.48% | 9 |
|
|
2020
Q3 | $2.85M | Sell |
44,725
-5,342
| -11% | -$340K | 2.91% | 9 |
|
|
2020
Q2 | $3.04M | Sell |
50,067
-1,229
| -2% | -$74.5K | 3.24% | 9 |
|
|
2020
Q1 | $2.77M | Sell |
51,296
-46,044
| -47% | -$2.49M | 3.77% | 7 |
|
|
2019
Q4 | $6.39M | Sell |
97,340
-4,332
| -4% | -$284K | 6.15% | 4 |
|
|
2019
Q3 | $6.52M | Sell |
101,672
-4,387
| -4% | -$281K | 6.42% | 3 |
|
|
2019
Q2 | $6.55M | Sell |
106,059
-9,109
| -8% | -$562K | 6.44% | 3 |
|
|
2019
Q1 | $6.77M | Buy |
115,168
+2,284
| +2% | +$134K | 6.92% | 2 |
|
|
2018
Q4 | $5.92M | Buy |
+112,884
| New | +$5.92M | 6.8% | 2 |
|