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Crescent Capital Consulting’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Crescent Capital Consulting’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 		$1.96M Buy
50,048
+36,188
+261% +$1.39M 0.32% 71
2021
Q3 		$514K Buy
+13,860
New +$525K 0.09% 117

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 $1.37T 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 $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $377B AUM 19.32% 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 $287M AUM 10.6% 1-Year Est. Return

Crescent Capital Consulting's SMMV Position: Q4 2021 in Review

Crescent Capital Consulting increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 261% in Q4 2021, buying an estimated $1.39M and bringing the position to 50,048 shares worth $1.96M. The position accounts for 0.32% of the portfolio, ranked #71.

Crescent Capital Consulting 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.

  • Crescent Capital Consulting held 50,048 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $1.96M as of Q4 2021.
  • Crescent Capital Consulting bought 36,188 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2021, an estimated $1.39M.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.32% of Crescent Capital Consulting's portfolio in Q4 2021, its #71 holding.
  • Crescent Capital Consulting 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 Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.