MWM
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Modern Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Modern Wealth Management’s Portfolio SMMV Stock Details SMMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.67M Buy
63,468
+1,699
+3% +$71.4K 0.07% 234
2025
Q1 		$2.56M Buy
+61,769
New +$2.56M 0.08% 189