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Moss Adams Wealth Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Moss Adams Wealth Advisors’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
Closed -$199 – 207
2022
Q4 		$199 Buy
+4
New +$199 ﹤0.01% 177

Other funds holding SMLF

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
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)
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 $2.54B AUM 18.96% 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

Moss Adams Wealth Advisors's SMLF Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2023, closing a stake of 4 shares — an estimated $199 sold.

Moss Adams Wealth Advisors first reported a position in SMLF in Q4 2022 and held it in 1 quarter. The position peaked at $199 in Q4 2022. 100 funds tracked by Wall St. Rank hold SMLF as of Q1 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 4 iShares US Small Cap Equity Factor ETF shares in Q1 2023, an estimated $199.
  • Moss Adams Wealth Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2022 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's iShares US Small Cap Equity Factor ETF position peaked at $199 in Q4 2022.
  • 100 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.