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

Kingsview Wealth Management’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
2022 Q4	–	Sell	-16,352	Closed	-$522K	–	898
2022 Q3	$522K	Sell	16,352 -1,788	-10%	-$62.4K	0.02%	494
2022 Q2	$618K	Sell	18,140 -2,638	-13%	-$92.7K	0.03%	491
2022 Q1	$773K	Buy	20,778 +417	+2%	+$15.3K	0.03%	470
2021 Q4	$796K	Buy	20,361 +3,060	+18%	+$117K	0.03%	462
2021 Q3	$642K	Buy	17,301 +550	+3%	+$20.8K	0.03%	489
2021 Q2	$641K	Sell	16,751 -2,074	-11%	-$78.6K	0.03%	492
2021 Q1	$703K	Buy	18,825 +1,839	+11%	+$66.5K	0.04%	433
2020 Q4	$576K	Buy	16,986 +4,400	+35%	+$140K	0.04%	416
2020 Q3	$368K	Buy	12,586 +2,668	+27%	+$79.7K	0.03%	435
2020 Q2	$288K	Buy	+9,918	New	+$277K	0.03%	450

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

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

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

WMR

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

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Kingsview Wealth Management's SMMV Position: Q4 2022 in Review

Kingsview Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2022, closing a stake of 16,352 shares — an estimated $522K sold.

Kingsview Wealth Management first reported a position in SMMV in Q2 2020 and held it in 10 quarters. The position peaked at $796K in Q4 2021. 126 funds tracked by Wall St. Rank hold SMMV as of Q4 2022.

Kingsview Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Kingsview Wealth Management sold 16,352 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2022, an estimated $522K.
Kingsview Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2020 and held it in 10 quarters.
Kingsview Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $796K in Q4 2021.
126 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2022.

Based on Kingsview Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.