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Cetera Advisor Networks’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		– Sell
-5,893
Closed -$210K – 2918
2023
Q4 		$210K Sell
5,893
-3,423
-37% -$116K ﹤0.01% 2504
2023
Q3 		$308K Sell
9,316
-9,520
-51% -$327K ﹤0.01% 2128
2023
Q2 		$646K Buy
18,836
+335
+2% +$11.5K ﹤0.01% 1554
2023
Q1 		$642K Sell
18,501
-256
-1% -$9.04K ﹤0.01% 1529
2022
Q4 		$649K Buy
18,757
+4,213
+29% +$145K 0.01% 1462
2022
Q3 		$464K Sell
14,544
-230
-2% -$8.03K 0.01% 1330
2022
Q2 		$504K Sell
14,774
-1,047
-7% -$36.8K 0.01% 1267
2022
Q1 		$588K Sell
15,821
-212
-1% -$7.78K 0.01% 1203
2021
Q4 		$627K Sell
16,033
-38,661
-71% -$1.48M 0.01% 1137
2021
Q3 		$2.03M Buy
54,694
+2,640
+5% +$100K 0.03% 549
2021
Q2 		$1.98M Buy
52,054
+45,124
+651% +$1.71M 0.03% 546
2021
Q1 		$255K Buy
6,930
+969
+16% +$35K 0.01% 1238
2020
Q4 		$202K Sell
5,961
-3,193
-35% -$101K ﹤0.01% 1255
2020
Q3 		$267K Buy
9,154
+2,953
+48% +$88.3K 0.01% 988
2020
Q2 		$180K Buy
+6,201
New +$173K ﹤0.01% 1181
2020
Q1 		– Sell
-9,613
Closed -$341K – 1251
2019
Q4 		$341K Buy
9,613
+12
+0.1% +$417 0.01% 896
2019
Q3 		$329K Buy
9,601
+1,102
+13% +$37.6K 0.01% 882
2019
Q2 		$283K Buy
8,499
+449
+6% +$14.7K 0.01% 930
2019
Q1 		$259K Sell
8,050
-2,422
-23% -$75.8K 0.01% 933
2018
Q4 		$305K Buy
+10,472
New +$323K 0.01% 755

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Advisor Networks's SMMV Position: Q1 2024 in Review

Cetera Advisor Networks sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2024, closing a stake of 5,893 shares — an estimated $210K sold.

Cetera Advisor Networks first reported a position in SMMV in Q4 2018 and held it in 20 quarters. The position peaked at $2.03M in Q3 2021. 122 funds tracked by Wall St. Rank hold SMMV as of Q1 2024.

  • Cetera Advisor Networks reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 5,893 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2024, an estimated $210K.
  • Cetera Advisor Networks first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2018 and held it in 20 quarters.
  • Cetera Advisor Networks's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2.03M in Q3 2021.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.