Corient Private Wealth
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Corient Private Wealth’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Corient Private Wealth’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$380K Hold
9,043
– – ﹤0.01% 1951
2025
Q1 		$375K Hold
9,043
– – ﹤0.01% 1737
2024
Q4 		$375K Sell
9,043
-915
-9% -$37.9K ﹤0.01% 1777
2024
Q3 		$406K Sell
9,958
-149
-1% -$6.08K ﹤0.01% 1830
2024
Q2 		$377K Buy
+10,107
New +$377K ﹤0.01% 1779