MFG
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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

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
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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 $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return