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

EP Wealth Advisors’s Portfolio SMMV Stock Details SMMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$133K Sell
3,177
-130
-4% -$5.46K ﹤0.01% 1342
2025
Q1 		$137K Buy
+3,307
New +$137K ﹤0.01% 1207