EverSource Wealth Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86K | Sell |
187
-232
| -55% | -$9.75K | ﹤0.01% | 2954 |
|
|
2025
Q1 | $17.4K | Sell |
419
-932
| -69% | -$38.6K | ﹤0.01% | 1765 |
|
|
2024
Q4 | $56K | Buy |
1,351
+6
| +0.4% | +$249 | ﹤0.01% | 1141 |
|
|
2024
Q3 | $54.9K | Buy |
1,345
+7
| +0.5% | +$286 | ﹤0.01% | 1026 |
|
|
2024
Q2 | $53.5K | Buy |
1,338
+3
| +0.2% | +$120 | ﹤0.01% | 1055 |
|
|
2024
Q1 | $48.2K | Buy |
1,335
+4
| +0.3% | +$144 | ﹤0.01% | 997 |
|
|
2023
Q4 | $47.5K | Buy |
1,331
+1,144
| +612% | +$40.8K | ﹤0.01% | 921 |
|
|
2023
Q3 | $6.18K | Buy |
+187
| New | +$6.18K | ﹤0.01% | 1620 |
|