GT
SMMV icon

Glenmede Trust’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Glenmede Trust’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
Q3 		– Sell
-574
Closed -$19.9K – 1356
2023
Q2 		$19.9K Hold
574
– – ﹤0.01% 1234
2023
Q1 		$19.9K Buy
+574
New +$20.3K ﹤0.01% 1240
2019
Q4 		– Sell
-708
Closed -$24K – 3119
2019
Q3 		$24K Buy
+708
New +$24.1K ﹤0.01% 1968

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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 22.9% 1-Year Est. Return
Bank of America
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glenmede Trust's SMMV Position: Q3 2023 in Review

Glenmede Trust sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2023, closing a stake of 574 shares — an estimated $19.9K sold.

Glenmede Trust first reported a position in SMMV in Q3 2019 and held it in 3 quarters. The position peaked at $24K in Q3 2019. 114 funds tracked by Wall St. Rank hold SMMV as of Q3 2023.

  • Glenmede Trust reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Glenmede Trust sold 574 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2023, an estimated $19.9K.
  • Glenmede Trust first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2019 and held it in 3 quarters.
  • Glenmede Trust's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $24K in Q3 2019.
  • 114 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2023.

Based on Glenmede Trust's 13F filing for Q3 2023, filed 14 Nov 2023.