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

American Portfolios 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
2022
Q3 		$49.6K Sell
1,553
-650
-30% -$22.7K ﹤0.01% 1703
2022
Q2 		$75.1K Hold
2,203
– – ﹤0.01% 1552
2022
Q1 		$81.9K Sell
2,203
-2,918
-57% -$107K ﹤0.01% 1626
2021
Q4 		$200K Sell
5,121
-2,219
-30% -$84.9K 0.01% 1164
2021
Q3 		$272K Sell
7,340
-1,451
-17% -$55K 0.01% 986
2021
Q2 		$334K Hold
8,791
– – 0.01% 907
2021
Q1 		$324K Sell
8,791
-247
-3% -$8.93K 0.01% 835
2020
Q4 		$306K Buy
9,038
+51
+0.6% +$1.62K 0.02% 734
2020
Q3 		$263K Buy
8,987
+1,703
+23% +$50.9K 0.02% 702
2020
Q2 		$211K Buy
7,284
+6,491
+819% +$181K 0.01% 730
2020
Q1 		$20.5K Buy
793
+363
+84% +$11.9K ﹤0.01% 1522
2019
Q4 		$15.3K Buy
+430
New +$15K ﹤0.01% 1839

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 $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

American Portfolios Advisors's SMMV Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 30% in Q3 2022, selling an estimated $22.7K and leaving 1,553 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

American Portfolios Advisors first reported a position in SMMV in Q4 2019 and has held it in 12 quarters since. The position peaked at $334K in Q2 2021. 121 funds tracked by Wall St. Rank hold SMMV as of Q3 2022.

  • American Portfolios Advisors held 1,553 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $49.6K as of Q3 2022.
  • American Portfolios Advisors sold 650 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2022, an estimated $22.7K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1703 holding.
  • American Portfolios Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and has held it in 12 quarters since.
  • American Portfolios Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $334K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.