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

Hibernia Wealth Partners’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,936
Closed -$375K – 93
2025
Q2 		$375K Buy
8,936
+3,982
+80% +$165K 0.14% 59
2025
Q1 		$205K Buy
4,954
+6
+0.1% +$250 0.15% 43
2024
Q4 		$205K Sell
4,948
-4,934
-50% -$208K 0.16% 52
2024
Q3 		$403K Buy
9,882
+13
+0.1% +$511 0.14% 77
2024
Q2 		$368K Buy
+9,869
New +$364K 0.13% 54
2023
Q4 		– Sell
-5,125
Closed -$169K – 287
2023
Q3 		$169K Buy
+5,125
New +$176K 0.13% 62

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BWM
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