Corient Private Wealth’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
Q3
Sell
2025
Q2
$380K Hold
2025
Q1
$375K Hold
2024
Q4
$375K Sell
2024
Q3
$406K Sell
2024
Q2
$377K Buy