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

Crewe Advisors’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 Q2	–	Sell	-73	Closed	-$2.53K	–	990
2023 Q1	$2.53K	Hold	73	–	–	﹤0.01%	703
2022 Q4	$2.53K	Hold	73	–	–	﹤0.01%	802
2022 Q3	$2K	Hold	73	–	–	﹤0.01%	1079
2022 Q2	$2K	Hold	73	–	–	﹤0.01%	1009
2022 Q1	$3K	Buy	+73	New	+$2.68K	﹤0.01%	421

Other funds holding SMMV

RJA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 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 $495B AUM 43.24% 1-Year Est. Return

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

Crewe Advisors's SMMV Position: Q2 2023 in Review

Crewe Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2023, closing a stake of 73 shares — an estimated $2.53K sold.

Crewe Advisors first reported a position in SMMV in Q1 2022 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 118 funds tracked by Wall St. Rank hold SMMV as of Q2 2023.

Crewe Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 73 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2023, an estimated $2.53K.
Crewe Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2022 and held it in 5 quarters.
Crewe Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $3K in Q1 2022.
118 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.