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MIM
Macroview Investment Management’s
iShares US Small Cap Equity Factor ETF
SMLF
Stock Holding History
Macroview Investment Management’s Portfolio
SMLF Stock Details
SMLF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-207
Closed
-$13.7K
–
470
2024
Q3
$13.7K
Hold
207
–
–
0.01%
204
2024
Q2
$12.7K
Hold
207
–
–
0.01%
210
2024
Q1
$13.2K
Hold
207
–
–
0.01%
229
2023
Q4
$12.2K
Buy
+207
New
+$10.9K
0.01%
223
2023
Q3
–
Sell
-208
Closed
-$11.1K
–
861
2023
Q2
$11.1K
Buy
208
+1
+0.5%
+$51
0.02%
248
2023
Q1
$10.6K
Buy
207
+1
+0.5%
+$52
0.02%
246
2022
Q4
$10.2K
Buy
206
+1
+0.5%
+$50
0.02%
252
2022
Q3
$9K
Buy
205
+1
+0.5%
+$49
0.02%
247
2022
Q2
$10K
Hold
204
–
–
0.02%
262
2022
Q1
$11K
Hold
204
–
–
0.02%
260
2021
Q4
$12K
Buy
204
+2
+1%
+$113
0.02%
237
2021
Q3
$11K
Hold
202
–
–
0.01%
161
2021
Q2
$11K
Hold
202
–
–
0.01%
174
2021
Q1
$11K
Buy
202
+1
+0.5%
+$51
0.02%
155
2020
Q4
$9K
Buy
+201
New
+$8.46K
0.01%
155
Other funds holding SMLF
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$2.1B AUM
19.14%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
AIM
Acropolis Investment Management
St. Louis, Missouri
$2.25B AUM
17.77%
1-Year Est. Return
Ameriprise
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$432B AUM
30.22%
1-Year Est. Return
UWPG
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Jacksonville Beach, Florida
$963M AUM
17.06%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
FMP
Financial Management Professionals
Austin, Texas
$1.05B AUM
21.07%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
CCA
Clearwater Capital Advisors
Hoffman Estates, Illinois
$1.24B AUM
15.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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