1858 Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,420	Closed	-$1.05M	–	129
2025 Q1	$1.05M	Buy	+25,420	New	+$1.05M	0.89%	33