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Global Wealth Strategies & Associates’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Global Wealth Strategies & Associates’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
-1
Closed -$22 – 386
2023
Q4 		$22 Hold
1
– – ﹤0.01% 323
2023
Q3 		$20 Hold
1
– – ﹤0.01% 334
2023
Q2 		$21 Hold
1
– – ﹤0.01% 313
2023
Q1 		$21 Hold
1
– – ﹤0.01% 339
2022
Q4 		$21 Buy
+1
New +$34 ﹤0.01% 335

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 $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Wealth Strategies & Associates's SMMV Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2024, closing a stake of 1 share — an estimated $22 sold.

Global Wealth Strategies & Associates first reported a position in SMMV in Q4 2022 and held it in 5 quarters. The position peaked at $22 in Q4 2023. 122 funds tracked by Wall St. Rank hold SMMV as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 iShares MSCI USA Small-Cap Min Vol Factor ETF share in Q1 2024, an estimated $22.
  • Global Wealth Strategies & Associates first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2022 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $22 in Q4 2023.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.