AE Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Sell |
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|
2025
Q1 | $59.5K | Hold |
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|
2024
Q4 | $59.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $222K | Sell |
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|
2021
Q2 | $374K | Sell |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $853K | Buy |
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