Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $396K | Sell |
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|
2021
Q2 | $502K | Sell |
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|
2021
Q1 | $550K | Sell |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $5.23M | Buy |
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|
2020
Q2 | $4.62M | Buy |
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|
2019
Q4 | $4.22M | Buy |
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|
2019
Q3 | $3.3M | Buy |
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|
2019
Q2 | $2.62M | Buy |
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|
2019
Q1 | $2.02M | Buy |
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|
2018
Q4 | $809K | Buy |
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