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

Executive 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
2024
Q4 		$5.11M Sell
123,304
-12,729
-9% -$538K 0.4% 73
2024
Q3 		$5.55M Buy
+136,033
New +$5.35M 0.44% 72
2019
Q3 		– Sell
-370,261
Closed -$12.3M – 679
2019
Q2 		$12.3M Buy
+370,261
New +$12.1M 1.75% 13

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

Executive Wealth Management's SMMV Position: Q4 2024 in Review

Executive Wealth Management reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 9.4% in Q4 2024, selling an estimated $538K and leaving 123,304 shares worth $5.11M. The position accounts for 0.4% of the portfolio, ranked #73.

Executive Wealth Management first reported a position in SMMV in Q2 2019 and has held it in 3 quarters since. The position peaked at $12.3M in Q2 2019. 124 funds tracked by Wall St. Rank hold SMMV as of Q4 2024.

  • Executive Wealth Management held 123,304 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $5.11M as of Q4 2024.
  • Executive Wealth Management sold 12,729 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2024, an estimated $538K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.4% of Executive Wealth Management's portfolio in Q4 2024, its #73 holding.
  • Executive Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2019 and has held it in 3 quarters since.
  • Executive Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $12.3M in Q2 2019.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.