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

First Horizon 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 Q1	–	Sell	-406	Closed	-$14.5K	–	2391
2023 Q4	$14.5K	Hold	406	–	–	﹤0.01%	1455
2023 Q3	$13.4K	Hold	406	–	–	﹤0.01%	1400
2023 Q2	$13.9K	Hold	406	–	–	﹤0.01%	1419
2023 Q1	$14.1K	Hold	406	–	–	﹤0.01%	1411
2022 Q4	$14K	Hold	406	–	–	﹤0.01%	1400
2022 Q3	$13K	Hold	406	–	–	﹤0.01%	1415
2022 Q2	$14K	Hold	406	–	–	﹤0.01%	1444
2022 Q1	$15K	Buy	+406	New	+$14.9K	﹤0.01%	980

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Horizon Advisors's SMMV Position: Q1 2024 in Review

First Horizon Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2024, closing a stake of 406 shares — an estimated $14.5K sold.

First Horizon Advisors first reported a position in SMMV in Q1 2022 and held it in 8 quarters. The position peaked at $15K in Q1 2022. 122 funds tracked by Wall St. Rank hold SMMV as of Q1 2024.

First Horizon Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
First Horizon Advisors sold 406 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2024, an estimated $14.5K.
First Horizon Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2022 and held it in 8 quarters.
First Horizon Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $15K in Q1 2022.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2024.

Based on First Horizon Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.