Truist Financial
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Truist Financial’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Truist Financial’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
2024
Q2 		– Sell
-16,746
Closed -$627K – 2724
2024
Q1 		$627K Buy
16,746
+8
+0% +$288 ﹤0.01% 1843
2023
Q4 		$597K Buy
16,738
+244
+1% +$8.26K ﹤0.01% 1880
2023
Q3 		$545K Sell
16,494
-540
-3% -$18.5K ﹤0.01% 1879
2023
Q2 		$584K Buy
17,034
+2,779
+19% +$95.1K ﹤0.01% 1876
2023
Q1 		$494K Buy
+14,255
New +$504K ﹤0.01% 1984
2020
Q1 		– Sell
-52,165
Closed -$1.85M – 2565
2019
Q4 		$1.85M Buy
+52,165
New +$1.81M ﹤0.01% 1167

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