Jones Financial Companies
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Jones Financial Companies’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Jones Financial Companies’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
Q3 		– Sell
-14
Closed -$522 – 3113
2024
Q2 		$522 Buy
+14
New +$516 ﹤0.01% 2335

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Commonwealth Equity Services
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Jones Financial Companies's SMMV Position: Q3 2024 in Review

Jones Financial Companies sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2024, closing a stake of 14 shares — an estimated $522 sold.

Jones Financial Companies first reported a position in SMMV in Q2 2024 and held it in 1 quarter. The position peaked at $522 in Q2 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q3 2024.

  • Jones Financial Companies reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Jones Financial Companies sold 14 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2024, an estimated $522.
  • Jones Financial Companies first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2024 and held it in 1 quarter.
  • Jones Financial Companies's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $522 in Q2 2024.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.