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Merit Financial Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Merit Financial Group’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,294
Closed -$213K – 717
2022
Q4 		$213K Buy
+4,294
New +$214K 0.01% 612
2022
Q3 		– Sell
-8,907
Closed -$418K – 635
2022
Q2 		$418K Buy
8,907
+4,194
+89% +$214K 0.01% 389
2022
Q1 		$257K Buy
+4,713
New +$256K 0.02% 322

Other funds holding SMLF

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Merit Financial Group's SMLF Position: Q1 2023 in Review

Merit Financial Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2023, closing a stake of 4,294 shares — an estimated $213K sold.

Merit Financial Group first reported a position in SMLF in Q1 2022 and held it in 3 quarters. The position peaked at $418K in Q2 2022. 100 funds tracked by Wall St. Rank hold SMLF as of Q1 2023.

  • Merit Financial Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 4,294 iShares US Small Cap Equity Factor ETF shares in Q1 2023, an estimated $213K.
  • Merit Financial Group first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2022 and held it in 3 quarters.
  • Merit Financial Group's iShares US Small Cap Equity Factor ETF position peaked at $418K in Q2 2022.
  • 100 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.