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Benjamin F. Edwards & Company’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$3K Buy
+69
New +$2.54K ﹤0.01% 2001

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Benjamin F. Edwards & Company's SMMV Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2024: 69 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2001 among its holdings.

123 funds tracked by Wall St. Rank hold SMMV as of Q2 2024.

  • Benjamin F. Edwards & Company held 69 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $3K as of Q2 2024.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2001 holding.
  • 123 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.