SMAM
Sugar Maple Asset Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
36,156
-10,050
| -22% | -$943K | 2.65% | 12 |
|
|
2025
Q1 | $4.33M | Buy |
46,206
+931
| +2% | +$87.2K | 3.41% | 9 |
|
|
2024
Q4 | $4.02M | Sell |
45,275
-798
| -2% | -$70.9K | 3.06% | 10 |
|
|
2024
Q3 | $4.21M | Buy |
46,073
+889
| +2% | +$81.2K | 3.65% | 9 |
|
|
2024
Q2 | $3.79M | Buy |
45,184
+1,001
| +2% | +$84K | 3.67% | 10 |
|
|
2024
Q1 | $3.69M | Buy |
+44,183
| New | +$3.69M | 3.56% | 8 |
|