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

Deutsche 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
2023 Q3	–	Sell	-130	Closed	-$4.46K	–	3807
2023 Q2	$4.46K	Hold	130	–	–	﹤0.01%	3703
2023 Q1	$4.51K	Hold	130	–	–	﹤0.01%	3835
2022 Q4	$4.5K	Hold	130	–	–	﹤0.01%	3906
2022 Q3	$4K	Hold	130	–	–	﹤0.01%	3906
2022 Q2	$4K	Hold	130	–	–	﹤0.01%	4078
2022 Q1	$5K	Hold	130	–	–	﹤0.01%	4165
2021 Q4	$5K	Hold	130	–	–	﹤0.01%	4205
2021 Q3	$5K	Hold	130	–	–	﹤0.01%	4336
2021 Q2	$5K	Hold	130	–	–	﹤0.01%	4513
2021 Q1	$5K	Hold	130	–	–	﹤0.01%	4482
2020 Q4	$4K	Buy	+130	New	+$4.13K	﹤0.01%	4360

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 22.96% 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

Deutsche Bank's SMMV Position: Q3 2023 in Review

Deutsche Bank sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2023, closing a stake of 130 shares — an estimated $4.46K sold.

Deutsche Bank first reported a position in SMMV in Q4 2020 and held it in 11 quarters. The position peaked at $5K in Q1 2022. 114 funds tracked by Wall St. Rank hold SMMV as of Q3 2023.

Deutsche Bank reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Deutsche Bank sold 130 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2023, an estimated $4.46K.
Deutsche Bank first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2020 and held it in 11 quarters.
Deutsche Bank's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5K in Q1 2022.
114 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2023.

Based on Deutsche Bank's 13F filing for Q3 2023, filed 9 Nov 2023.