BCWM
SMMV icon

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

Bartlett & Co 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
Q4 		– Sell
-80
Closed -$3.26K – 1150
2024
Q3 		$3.26K Buy
+80
New +$3.15K ﹤0.01% 1004

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

Bartlett & Co Wealth Management's SMMV Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2024, closing a stake of 80 shares — an estimated $3.26K sold.

Bartlett & Co Wealth Management first reported a position in SMMV in Q3 2024 and held it in 1 quarter. The position peaked at $3.26K in Q3 2024. 124 funds tracked by Wall St. Rank hold SMMV as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 80 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2024, an estimated $3.26K.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2024 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $3.26K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.