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Cable Hill Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Cable Hill Partners’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
2025
Q1 		$297K Buy
7,230
+862
+14% +$36K 0.03% 146
2024
Q4 		$264K Hold
6,368
– – 0.03% 166
2024
Q3 		$260K Buy
+6,368
New +$251K 0.03% 186

Other funds holding SMMV

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 $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Cable Hill Partners's SMMV Position: Q1 2025 in Review

Cable Hill Partners increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 14% in Q1 2025, buying an estimated $36K and bringing the position to 7,230 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #146.

Cable Hill Partners first reported a position in SMMV in Q3 2024 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold SMMV as of Q1 2025.

  • Cable Hill Partners held 7,230 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $297K as of Q1 2025.
  • Cable Hill Partners bought 862 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2025, an estimated $36K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.03% of Cable Hill Partners's portfolio in Q1 2025, its #146 holding.
  • Cable Hill Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2024 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2025.

Based on Cable Hill Partners's 13F filing for Q1 2025, filed 2 May 2025.