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

BDO Wealth 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
2023 Q2	$30.9K	Buy	902 +3	+0.3%	+$103	﹤0.01%	506
2023 Q1	$31.2K	Buy	899 +4	+0.4%	+$141	﹤0.01%	504
2022 Q4	$31K	Buy	895 +6	+0.7%	+$206	﹤0.01%	495
2022 Q3	$28K	Buy	889 +4	+0.5%	+$140	﹤0.01%	507
2022 Q2	$30K	Sell	885 -1,576	-64%	-$55.4K	﹤0.01%	496
2022 Q1	$92K	Buy	2,461 +7	+0.3%	+$257	0.01%	348
2021 Q4	$96K	Buy	2,454 +4	+0.2%	+$153	0.01%	357
2021 Q3	$91K	Buy	2,450 +13	+0.5%	+$493	0.01%	363
2021 Q2	$93K	Sell	2,437 -2,334	-49%	-$88.4K	0.01%	382
2021 Q1	$176K	Buy	4,771 +3,901	+448%	+$141K	0.02%	303
2020 Q4	$29K	Buy	870 +105	+14%	+$3.33K	﹤0.01%	416
2020 Q3	$22K	Sell	765 -1,444	-65%	-$43.2K	﹤0.01%	416
2020 Q2	$64K	Buy	2,209 +768	+53%	+$21.4K	0.01%	304
2020 Q1	$37K	Buy	1,441 +5	+0.3%	+$164	0.01%	367
2019 Q4	$51K	Buy	1,436 +4	+0.3%	+$139	0.01%	300
2019 Q3	$49K	Buy	+1,432	New	+$48.8K	0.01%	318

Other funds holding SMMV

RJA

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

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

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

SGI

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

WMR

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BDO Wealth Advisors's SMMV Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.33% in Q2 2023, buying an estimated $103 and bringing the position to 902 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

BDO Wealth Advisors first reported a position in SMMV in Q3 2019 and has held it in 16 quarters since. The position peaked at $176K in Q1 2021. 118 funds tracked by Wall St. Rank hold SMMV as of Q2 2023.

BDO Wealth Advisors held 902 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $30.9K as of Q2 2023.
BDO Wealth Advisors bought 3 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2023, an estimated $103.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #506 holding.
BDO Wealth Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2019 and has held it in 16 quarters since.
BDO Wealth Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $176K in Q1 2021.
118 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.