Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BTI
Blue Trust Inc’s
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
Stock Holding History
Blue Trust Inc’s Portfolio
SMMV Stock Details
SMMV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-65
Closed
-$2.42K
–
2917
2024
Q3
$2.42K
Sell
65
-527
-89%
-$20.7K
﹤0.01%
2543
2024
Q2
$22.2K
Hold
592
–
–
﹤0.01%
1610
2024
Q1
$22.2K
Buy
+592
New
+$21.3K
﹤0.01%
1191
2022
Q4
–
Sell
-94
Closed
-$3K
–
2449
2022
Q3
$3K
Buy
94
+44
+88%
+$1.53K
﹤0.01%
1719
2022
Q2
$2K
Buy
+50
New
+$1.76K
﹤0.01%
1700
Other funds holding SMMV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
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
$431B AUM
30.22%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
BWM
Brickley Wealth Management
San Mateo, California
$696M AUM
25.84%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close