Envestnet Asset Management’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
Q2 | $19.4M | Sell |
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|
2025
Q1 | $20M | Sell |
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|
2024
Q4 | $23.7M | Sell |
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|
2024
Q3 | $24.6M | Sell |
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|
2024
Q2 | $25.8M | Sell |
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|
2024
Q1 | $36.4M | Sell |
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|
2023
Q4 | $147M | Buy |
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|
2023
Q3 | $120M | Buy |
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|
2023
Q2 | $106M | Buy |
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|
2023
Q1 | $88.7M | Buy |
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|
2022
Q4 | $76.2M | Buy |
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|
2022
Q3 | $55.4M | Buy |
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|
2022
Q2 | $46M | Buy |
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|
2022
Q1 | $41.3M | Buy |
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|
2021
Q4 | $37.8M | Buy |
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|
2021
Q3 | $26.2M | Buy |
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|
2021
Q2 | $22.7M | Buy |
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|
2021
Q1 | $18.4M | Buy |
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|
2020
Q4 | $16.7M | Buy |
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|
2020
Q3 | $11.8M | Buy |
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|
2020
Q2 | $8.37M | Buy |
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|
2020
Q1 | $4.7M | Buy |
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $887K | Buy |
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|
2018
Q4 | $533K | Buy |
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