Concurrent Investment Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Concurrent Investment Advisors’s Portfolio SMMV Stock Details SMMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$425K	Buy
2025 Q2	$414K	Buy
2025 Q1	$388K	Sell
2024 Q4	$391K	Buy
2024 Q3	$300K	Sell
2024 Q2	$283K	Buy
2024 Q1	$263K	Sell
2023 Q4	$254K	Buy