Transamerica Financial Advisors’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 | $493 | Hold |
12
| – | – | ﹤0.01% | 438 |
|
|
2025
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 542 |
|
|
2024
Q4 | $1K | Sell |
12
-26
| -68% | -$2.17K | ﹤0.01% | 536 |
|
|
2024
Q3 | $2K | Sell |
38
-74
| -66% | -$3.9K | ﹤0.01% | 412 |
|
|
2024
Q2 | $5K | Hold |
112
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $5K | Sell |
112
-112
| -50% | -$5K | ﹤0.01% | 380 |
|
|
2023
Q4 | $8K | Sell |
224
-49,924
| -100% | -$1.78M | ﹤0.01% | 322 |
|
|
2023
Q3 | $1.66M | Buy |
50,148
+10,903
| +28% | +$360K | 0.22% | 78 |
|
|
2023
Q2 | $1.35M | Sell |
39,245
-61,723
| -61% | -$2.12M | 0.17% | 105 |
|
|
2023
Q1 | $3.5M | Buy |
100,968
+37,864
| +60% | +$1.31M | 0.46% | 37 |
|
|
2022
Q4 | $2.18M | Buy |
63,104
+497
| +0.8% | +$17.2K | 0.31% | 56 |
|
|
2022
Q3 | $2M | Buy |
62,607
+62,606
| +6,260,600% | +$2M | 0.29% | 60 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 600 |
|