Bowman & Company’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Bowman & 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
2022 Q2	–	Sell	-5,464	Closed	-$203K	–	88
2022 Q1	$203K	Buy	5,464 +95	+2%	+$3.48K	0.16%	81
2021 Q4	$209K	Buy	+5,369	New	+$206K	0.16%	79

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 22.96% 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

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

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

WMR

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bowman & Company's SMMV Position: Q2 2022 in Review

Bowman & Company sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2022, closing a stake of 5,464 shares — an estimated $203K sold.

Bowman & Company first reported a position in SMMV in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2021. 121 funds tracked by Wall St. Rank hold SMMV as of Q2 2022.

Bowman & Company reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Bowman & Company sold 5,464 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2022, an estimated $203K.
Bowman & Company first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and held it in 2 quarters.
Bowman & Company's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $209K in Q4 2021.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2022.

Based on Bowman & Company's 13F filing for Q2 2022, filed 29 Jul 2022.