Baldrige Asset Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Baldrige Asset Management’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$9K	Buy	+172	New	+$9.03K	﹤0.01%	269

Other funds holding SMLF

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

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

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Baldrige Asset Management's SMLF Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2023: 172 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #269 among its holdings.

100 funds tracked by Wall St. Rank hold SMLF as of Q1 2023.

Baldrige Asset Management held 172 shares of iShares US Small Cap Equity Factor ETF worth $9K as of Q1 2023.
iShares US Small Cap Equity Factor ETF was a new Baldrige Asset Management position in Q1 2023.
iShares US Small Cap Equity Factor ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #269 holding.
100 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.