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Carroll Financial Associates’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Carroll Financial Associates’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 		$0 Buy
25
+15
+150% +$574 ﹤0.01% 1906
2021
Q3 		$0 Buy
+10
New +$379 ﹤0.01% 1932

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Envestnet Asset Management
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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 $432B AUM 30.22% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Carroll Financial Associates's SMMV Position: Q4 2021 in Review

Carroll Financial Associates increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 150% in Q4 2021, buying an estimated $574 and bringing the position to 25 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Carroll Financial Associates first reported a position in SMMV in Q3 2021 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold SMMV as of Q4 2021.

  • Carroll Financial Associates held 25 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $0 as of Q4 2021.
  • Carroll Financial Associates bought 15 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2021, an estimated $574.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1906 holding.
  • Carroll Financial Associates first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2021 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.