PFA
Professional Financial Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+4,846
| New | +$204K | 0.05% | 116 |
|
|
2023
Q2 | – | Sell |
-57,386
| Closed | -$2.13M | – | 84 |
|
|
2023
Q1 | $2.13M | Buy |
57,386
+35,178
| +158% | +$1.31M | 1.26% | 17 |
|
|
2022
Q4 | $768K | Sell |
22,208
-1,064
| -5% | -$36.8K | 0.52% | 40 |
|
|
2022
Q3 | $743K | Sell |
23,272
-171
| -0.7% | -$5.46K | 0.46% | 40 |
|
|
2022
Q2 | $799K | Sell |
23,443
-33,943
| -59% | -$1.16M | 0.45% | 46 |
|
|
2022
Q1 | $2.13M | Buy |
57,386
+3,637
| +7% | +$135K | 0.92% | 25 |
|
|
2021
Q4 | $2.1M | Buy |
53,749
+2,306
| +4% | +$90.1K | 0.91% | 20 |
|
|
2021
Q3 | $1.91M | Buy |
51,443
+2,082
| +4% | +$77.2K | 1.09% | 16 |
|
|
2021
Q2 | $1.88M | Buy |
49,361
+1,823
| +4% | +$69.2K | 1.03% | 16 |
|
|
2021
Q1 | $1.75M | Buy |
47,538
+45,852
| +2,720% | +$1.69M | 1.09% | 16 |
|
|
2020
Q4 | $57K | Buy |
+1,686
| New | +$57K | 0.04% | 119 |
|