Mosaic Family Wealth Partners’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
Q3 | $570K | Buy |
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|
2025
Q2 | $559K | Buy |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $551K | Buy |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $604K | Sell |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $606K | Hold |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $662K | Buy |
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|
2022
Q4 | $499K | Buy |
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