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

Criterion Capital 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
2024
Q4 		$126K Hold
3,377
– – 0.08% 86
2024
Q3 		$126K Hold
3,377
– – 0.08% 86
2024
Q2 		$126K Sell
3,377
-515
-13% -$19K 0.08% 86
2024
Q1 		$146K Sell
3,892
-8,917
-70% -$321K 0.1% 82
2023
Q4 		$457K Buy
+12,809
New +$434K 0.33% 55

Other funds holding SMMV

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Criterion Capital Advisors's SMMV Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q4 2024 at 3,377 shares worth $126K. The position accounts for 0.08% of the portfolio, ranked #86.

Criterion Capital Advisors first reported a position in SMMV in Q4 2023 and has held it in 5 quarters since. The position peaked at $457K in Q4 2023. 124 funds tracked by Wall St. Rank hold SMMV as of Q4 2024.

  • Criterion Capital Advisors held 3,377 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $126K as of Q4 2024.
  • Criterion Capital Advisors left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q4 2024.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.08% of Criterion Capital Advisors's portfolio in Q4 2024, its #86 holding.
  • Criterion Capital Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $457K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.