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Commerce Bank’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Commerce Bank’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 		– Sell
-8,358
Closed -$310K – 1198
2021
Q3 		$310K Hold
8,358
– – ﹤0.01% 996
2021
Q2 		$318K Hold
8,358
– – ﹤0.01% 987
2021
Q1 		$308K Buy
+8,358
New +$302K ﹤0.01% 965

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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 $495B AUM 43.24% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Commerce Bank's SMMV Position: Q4 2021 in Review

Commerce Bank sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2021, closing a stake of 8,358 shares — an estimated $310K sold.

Commerce Bank first reported a position in SMMV in Q1 2021 and held it in 3 quarters. The position peaked at $318K in Q2 2021. 133 funds tracked by Wall St. Rank hold SMMV as of Q4 2021.

  • Commerce Bank reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Commerce Bank sold 8,358 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2021, an estimated $310K.
  • Commerce Bank first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2021 and held it in 3 quarters.
  • Commerce Bank's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $318K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2021.

Based on Commerce Bank's 13F filing for Q4 2021, filed 14 Feb 2022.