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First Horizon Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

First Horizon Advisors’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,935
Closed -$96.1K – 2540
2022
Q4 		$96.1K Sell
1,935
-359
-16% -$17.9K ﹤0.01% 628
2022
Q3 		$102K Buy
2,294
+1,953
+573% +$96.6K ﹤0.01% 602
2022
Q2 		$15K Buy
+341
New +$17.4K ﹤0.01% 1411
2022
Q1 		– Sell
-341
Closed -$19K – 2232
2021
Q4 		$19K Buy
+341
New +$19.3K ﹤0.01% 1303

Other funds holding SMLF

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

First Horizon Advisors's SMLF Position: Q1 2023 in Review

First Horizon Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2023, closing a stake of 1,935 shares — an estimated $96.1K sold.

First Horizon Advisors first reported a position in SMLF in Q4 2021 and held it in 4 quarters. The position peaked at $102K in Q3 2022. 100 funds tracked by Wall St. Rank hold SMLF as of Q1 2023.

  • First Horizon Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • First Horizon Advisors sold 1,935 iShares US Small Cap Equity Factor ETF shares in Q1 2023, an estimated $96.1K.
  • First Horizon Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2021 and held it in 4 quarters.
  • First Horizon Advisors's iShares US Small Cap Equity Factor ETF position peaked at $102K in Q3 2022.
  • 100 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2023.

Based on First Horizon Advisors's 13F filing for Q1 2023, filed 15 May 2023.