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

Waverly 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	$226K	Sell
2025 Q1	$231K	Sell
2024 Q4	$346K	Sell
2024 Q3	$343K	Sell
2024 Q2	$320K	Sell
2024 Q1	$435K	Buy