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

Insight Wealth Strategies’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
2021 Q4	–	Sell	-6,025	Closed	-$223K	–	189
2021 Q3	$223K	Buy	6,025 +389	+7%	+$14.7K	0.03%	178
2021 Q2	$214K	Buy	+5,636	New	+$213K	0.03%	175

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

WMR

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

Insight Wealth Strategies's SMMV Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2021, closing a stake of 6,025 shares — an estimated $223K sold.

Insight Wealth Strategies first reported a position in SMMV in Q2 2021 and held it in 2 quarters. The position peaked at $223K in Q3 2021. 133 funds tracked by Wall St. Rank hold SMMV as of Q4 2021.

Insight Wealth Strategies reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 6,025 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2021, an estimated $223K.
Insight Wealth Strategies first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2021 and held it in 2 quarters.
Insight Wealth Strategies's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $223K in Q3 2021.
133 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.