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

Belpointe Asset 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
2023 Q2	–	Sell	-89	Closed	-$3.09K	–	2942
2023 Q1	$3.09K	Hold	89	–	–	﹤0.01%	3185
2022 Q4	$3.08K	Buy	+89	New	+$3.06K	﹤0.01%	3105

Other funds holding SMMV

RJA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Belpointe Asset Management's SMMV Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2023, closing a stake of 89 shares — an estimated $3.09K sold.

Belpointe Asset Management first reported a position in SMMV in Q4 2022 and held it in 2 quarters. The position peaked at $3.09K in Q1 2023. 118 funds tracked by Wall St. Rank hold SMMV as of Q2 2023.

Belpointe Asset Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 89 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2023, an estimated $3.09K.
Belpointe Asset Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $3.09K in Q1 2023.
118 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.