Betterment LLC
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Betterment LLC’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Betterment LLC’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
2021
Q4 		– Sell
-5,895
Closed -$219K – 204
2021
Q3 		$219K Buy
+5,895
New +$223K ﹤0.01% 183

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Mercer Global Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Betterment LLC's SMMV Position: Q4 2021 in Review

Betterment LLC sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2021, closing a stake of 5,895 shares — an estimated $219K sold.

Betterment LLC first reported a position in SMMV in Q3 2021 and held it in 1 quarter. The position peaked at $219K in Q3 2021. 133 funds tracked by Wall St. Rank hold SMMV as of Q4 2021.

  • Betterment LLC reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Betterment LLC sold 5,895 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2021, an estimated $219K.
  • Betterment LLC first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2021 and held it in 1 quarter.
  • Betterment LLC's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $219K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2021.

Based on Betterment LLC's 13F filing for Q4 2021, filed 15 Feb 2022.