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Money Concepts Capital’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-135
Closed -$4.67K – 2526
2022
Q4 		$4.67K Hold
135
– – ﹤0.01% 2376
2022
Q3 		$4K Hold
135
– – ﹤0.01% 1286
2022
Q2 		$5K Hold
135
– – ﹤0.01% 1185
2022
Q1 		$5K Hold
135
– – ﹤0.01% 2215
2021
Q4 		$5K Buy
+135
New +$5.17K ﹤0.01% 709

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Money Concepts Capital's SMMV Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2023, closing a stake of 135 shares — an estimated $4.67K sold.

Money Concepts Capital first reported a position in SMMV in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 126 funds tracked by Wall St. Rank hold SMMV as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 135 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2023, an estimated $4.67K.
  • Money Concepts Capital first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.