Cary Street Partners Investment Advisory’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-70	Closed	-$2.31K	–	1637
2023 Q3	$2.31K	Buy	+70	New	+$2.4K	﹤0.01%	1635

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WMR

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cary Street Partners Investment Advisory's SMMV Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2023, closing a stake of 70 shares — an estimated $2.31K sold.

Cary Street Partners Investment Advisory first reported a position in SMMV in Q3 2023 and held it in 1 quarter. The position peaked at $2.31K in Q3 2023. 120 funds tracked by Wall St. Rank hold SMMV as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 70 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2023, an estimated $2.31K.
Cary Street Partners Investment Advisory first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2.31K in Q3 2023.
120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.