CX Institutional’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 | $15K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Sell |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $18K | Sell |
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|
2020
Q1 | $59K | Sell |
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|
2019
Q4 | $5.59M | Buy |
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|
2019
Q3 | $5.39M | Buy |
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|
2019
Q2 | $4.76M | Buy |
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|
2019
Q1 | $3.09M | Buy |
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