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Abound Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Abound Wealth Management’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
2023
Q2 		– Sell
-48
Closed -$1.67K – 1220
2023
Q1 		$1.67K Buy
+48
New +$1.7K ﹤0.01% 605

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Abound Wealth Management's SMMV Position: Q2 2023 in Review

Abound Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2023, closing a stake of 48 shares — an estimated $1.67K sold.

Abound Wealth Management first reported a position in SMMV in Q1 2023 and held it in 1 quarter. The position peaked at $1.67K in Q1 2023. 118 funds tracked by Wall St. Rank hold SMMV as of Q2 2023.

  • Abound Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Abound Wealth Management sold 48 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2023, an estimated $1.67K.
  • Abound Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2023 and held it in 1 quarter.
  • Abound Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.67K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2023.

Based on Abound Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2024.