Merriman Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Merriman Wealth Management’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
2022 Q1	–	Sell	-3,899	Closed	-$223K	–	228
2021 Q4	$223K	Hold	3,899	–	–	0.02%	197
2021 Q3	$210K	Hold	3,899	–	–	0.02%	192
2021 Q2	$214K	Hold	3,899	–	–	0.02%	210
2021 Q1	$205K	Buy	+3,899	New	+$197K	0.02%	178

Other funds holding SMLF

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Merriman Wealth Management's SMLF Position: Q1 2022 in Review

Merriman Wealth Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2022, closing a stake of 3,899 shares — an estimated $223K sold.

Merriman Wealth Management first reported a position in SMLF in Q1 2021 and held it in 4 quarters. The position peaked at $223K in Q4 2021. 90 funds tracked by Wall St. Rank hold SMLF as of Q1 2022.

Merriman Wealth Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 3,899 iShares US Small Cap Equity Factor ETF shares in Q1 2022, an estimated $223K.
Merriman Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2021 and held it in 4 quarters.
Merriman Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $223K in Q4 2021.
90 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.