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

Aspire 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
2024 Q1	–	Sell	-228	Closed	-$8.14K	–	196
2023 Q4	$8.14K	Sell	228 -258	-53%	-$8.73K	0.01%	161
2023 Q3	$16.1K	Sell	486 -176	-27%	-$6.04K	0.01%	144
2023 Q2	$22.7K	Sell	662 -213	-24%	-$7.29K	0.02%	144
2023 Q1	$30.3K	Sell	875 -179	-17%	-$6.32K	0.02%	135
2022 Q4	$36.5K	Sell	1,054 -193	-15%	-$6.63K	0.03%	124
2022 Q3	$40K	Hold	1,247	–	–	0.04%	115
2022 Q2	$42K	Sell	1,247 -76	-6%	-$2.67K	0.04%	120
2022 Q1	$49K	Buy	1,323 +4	+0.3%	+$147	0.04%	122
2021 Q4	$52K	Buy	+1,319	New	+$50.5K	0.04%	120

Other funds holding SMMV

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return