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 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%	+$9.85K	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%	-$9.78K	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	$1.81M	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

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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

VERITY Wealth Advisors's USMV Position: Q2 2026 in Review

VERITY Wealth Advisors held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 12,102 shares worth $1.17M. The position accounts for 0.71% of the portfolio, ranked #22.

VERITY Wealth Advisors first reported a position in USMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.77M in Q1 2019. 377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

VERITY Wealth Advisors held 12,102 shares of iShares MSCI USA Min Vol Factor ETF worth $1.17M as of Q2 2026.
VERITY Wealth Advisors left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Min Vol Factor ETF made up 0.71% of VERITY Wealth Advisors's portfolio in Q2 2026, its #22 holding.
VERITY Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
VERITY Wealth Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $6.77M in Q1 2019.
377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.