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Golden State Equity Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Golden State Equity Partners’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
Q4 		– Sell
-36
Closed -$1.47K – 802
2024
Q3 		$1.47K Buy
+36
New +$1.42K ﹤0.01% 829

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Golden State Equity Partners's SMMV Position: Q4 2024 in Review

Golden State Equity Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2024, closing a stake of 36 shares — an estimated $1.47K sold.

Golden State Equity Partners first reported a position in SMMV in Q3 2024 and held it in 1 quarter. The position peaked at $1.47K in Q3 2024. 124 funds tracked by Wall St. Rank hold SMMV as of Q4 2024.

  • Golden State Equity Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 36 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2024, an estimated $1.47K.
  • Golden State Equity Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.47K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.