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American Capital Advisory’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

American Capital Advisory’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
Q4 		– Sell
-16
Closed -$653 – 499
2024
Q3 		$653 Hold
16
– – ﹤0.01% 420
2024
Q2 		$572 Sell
16
-138
-90% -$5.09K ﹤0.01% 391
2024
Q1 		$5.34K Buy
154
+138
+863% +$4.97K ﹤0.01% 304
2023
Q4 		$572 Buy
+16
New +$542 ﹤0.01% 391

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

American Capital Advisory's SMMV Position: Q4 2024 in Review

American Capital Advisory sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2024, closing a stake of 16 shares — an estimated $653 sold.

American Capital Advisory first reported a position in SMMV in Q4 2023 and held it in 4 quarters. The position peaked at $5.34K in Q1 2024. 124 funds tracked by Wall St. Rank hold SMMV as of Q4 2024.

  • American Capital Advisory reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • American Capital Advisory sold 16 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2024, an estimated $653.
  • American Capital Advisory first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2023 and held it in 4 quarters.
  • American Capital Advisory's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5.34K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2024.

Based on American Capital Advisory's 13F filing for Q4 2024, filed 28 Jan 2025.