Sage Mountain Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Sage Mountain Advisors’s Portfolio SMMV Stock Details SMMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Hold
2025 Q1	$1.37M	Hold
2024 Q4	$1.37M	Hold
2024 Q3	$1.35M	Hold
2024 Q2	$1.23M	Hold
2024 Q1	$1.24M	Hold
2023 Q4	$1.18M	Buy
2022 Q1	–	Sell
2021 Q4	$1.29M	Buy