Colonial Trust Advisors’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 | $47.3K | Hold |
1,125
| – | – | ﹤0.01% | 344 |
|
|
2025
Q1 | $46.6K | Hold |
1,125
| – | – | ﹤0.01% | 347 |
|
|
2024
Q4 | $46.6K | Hold |
1,125
| – | – | ﹤0.01% | 316 |
|
|
2024
Q3 | $45.9K | Hold |
1,125
| – | – | ﹤0.01% | 346 |
|
|
2024
Q2 | $42K | Hold |
1,125
| – | – | ﹤0.01% | 350 |
|
|
2024
Q1 | $42.1K | Hold |
1,125
| – | – | ﹤0.01% | 348 |
|
|
2023
Q4 | $40.2K | Hold |
1,125
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $37.2K | Hold |
1,125
| – | – | ﹤0.01% | 360 |
|
|
2023
Q2 | $38.6K | Hold |
1,125
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $39K | Hold |
1,125
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $38.9K | Buy |
+1,125
| New | +$38.9K | ﹤0.01% | 356 |
|