CIA
Concurrent Investment Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
9,851
+496
| +5% | +$20.8K | 0.01% | 914 |
|
|
2025
Q1 | $388K | Sell |
9,355
-76
| -0.8% | -$3.15K | 0.01% | 817 |
|
|
2024
Q4 | $391K | Buy |
9,431
+2,086
| +28% | +$86.5K | 0.01% | 735 |
|
|
2024
Q3 | $300K | Sell |
7,345
-247
| -3% | -$10.1K | 0.01% | 775 |
|
|
2024
Q2 | $283K | Buy |
7,592
+572
| +8% | +$21.3K | 0.01% | 746 |
|
|
2024
Q1 | $263K | Sell |
7,020
-102
| -1% | -$3.82K | 0.01% | 708 |
|
|
2023
Q4 | $254K | Buy |
+7,122
| New | +$254K | 0.01% | 700 |
|