Stifel Financial’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 | $211K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $240K | Sell |
|
|||||
|
2021
Q4 | $315K | Buy |
|
|||||
|
2021
Q3 | $298K | Sell |
|
|||||
|
2021
Q2 | $317K | Sell |
|
|||||
|
2021
Q1 | $318K | Sell |
|
|||||
|
2020
Q4 | $2.53M | Buy |
|
|||||
|
2020
Q3 | $2.07M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $1.52M | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $1.87M | Buy |
|