Moss Adams Wealth Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Moss Adams Wealth Advisors’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 Q3	–	Hold	0	–	–	–	166
2023 Q1	–	Sell	-5	Closed	-$173	–	208
2022 Q4	$173	Buy	+5	New	+$172	﹤0.01%	179

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Moss Adams Wealth Advisors's SMMV Position: Q3 2023 in Review

Moss Adams Wealth Advisors held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q3 2023 at 0 shares worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Moss Adams Wealth Advisors first reported a position in SMMV in Q4 2022 and has held it in 1 quarter since. The position peaked at $173 in Q4 2022. 114 funds tracked by Wall St. Rank hold SMMV as of Q3 2023.

Moss Adams Wealth Advisors held 0 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $118 as of Q3 2023.
Moss Adams Wealth Advisors left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q3 2023.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Moss Adams Wealth Advisors's portfolio in Q3 2023, its #166 holding.
Moss Adams Wealth Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2022 and has held it in 1 quarter since.
Moss Adams Wealth Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $173 in Q4 2022.
114 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2023, filed 20 Dec 2023.