Endurance Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Endurance Wealth Management’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	$4K	Hold	110	–	–	﹤0.01%	561
2023 Q1	$4K	Hold	110	–	–	﹤0.01%	566
2022 Q4	$4K	Hold	110	–	–	﹤0.01%	546
2022 Q3	$4K	Hold	110	–	–	﹤0.01%	532
2022 Q2	$4K	Hold	110	–	–	﹤0.01%	546
2022 Q1	$4K	Buy	+110	New	+$4.04K	﹤0.01%	569

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

Endurance Wealth Management's SMMV Position: Q2 2023 in Review

Endurance Wealth Management held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2023 at 110 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Endurance Wealth Management first reported a position in SMMV in Q1 2022 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold SMMV as of Q2 2023.

Endurance Wealth Management held 110 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $4K as of Q2 2023.
Endurance Wealth Management left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q2 2023.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #561 holding.
Endurance Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2022 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.