AWE
SMMV icon

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

Avidian Wealth Enterprises’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
Q2 		– Sell
-5,903
Closed -$219K – 494
2022
Q1 		$219K Buy
5,903
+146
+3% +$5.36K 0.01% 446
2021
Q4 		$225K Buy
+5,757
New +$220K 0.01% 467

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
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 $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Avidian Wealth Enterprises's SMMV Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2022, closing a stake of 5,903 shares — an estimated $219K sold.

Avidian Wealth Enterprises first reported a position in SMMV in Q4 2021 and held it in 2 quarters. The position peaked at $225K in Q4 2021. 121 funds tracked by Wall St. Rank hold SMMV as of Q2 2022.

  • Avidian Wealth Enterprises reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 5,903 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2022, an estimated $219K.
  • Avidian Wealth Enterprises first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and held it in 2 quarters.
  • Avidian Wealth Enterprises's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $225K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.