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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return