NewEdge Advisors’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
Q2 | $647K | Sell |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $250K | Buy |
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|
2023
Q4 | $4.25K | Sell |
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|
2023
Q3 | $240K | Buy |
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|
2023
Q2 | $4.08K | Hold |
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|
2023
Q1 | $4.13K | Sell |
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|
2022
Q4 | $69.6K | Buy |
|