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

Focused 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
2022 Q4	–	Sell	-39	Closed	-$1K	–	1168
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	893
2022 Q2	$1K	Hold	39	–	–	﹤0.01%	871
2022 Q1	$1K	Hold	39	–	–	﹤0.01%	929
2021 Q4	$2K	Buy	+39	New	+$1.49K	﹤0.01%	831

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 22.9% 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

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

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Focused Wealth Management's SMMV Position: Q4 2022 in Review

Focused Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2022, closing a stake of 39 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in SMMV in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 126 funds tracked by Wall St. Rank hold SMMV as of Q4 2022.

Focused Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Focused Wealth Management sold 39 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2022, an estimated $1K.
Focused Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and held it in 4 quarters.
Focused Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2K in Q4 2021.
126 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.