Northwestern Mutual Wealth Management’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 | $252K | Buy |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | $190K | Sell |
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|
2023
Q3 | $521K | Buy |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q4 | $548K | Buy |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $302K | Sell |
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|
2021
Q1 | $322K | Sell |
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|
2020
Q4 | $338K | Sell |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $869K | Sell |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $10K | Buy |
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