Opulen Financial Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
7,589
+20
+0.3% +$840 0.26% 73
2025
Q1
$314K Sell
7,569
-133
-2% -$5.51K 0.28% 68
2024
Q4
$319K Buy
+7,702
New +$319K 0.29% 68