Oppenheimer & Co’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Oppenheimer & Co’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 Q2	–	Sell	-10,644	Closed	-$369K	–	1475
2023 Q1	$369K	Buy	+10,644	New	+$376K	0.01%	1064

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 22.96% 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

Oppenheimer & Co's SMMV Position: Q2 2023 in Review

Oppenheimer & Co sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2023, closing a stake of 10,644 shares — an estimated $369K sold.

Oppenheimer & Co first reported a position in SMMV in Q1 2023 and held it in 1 quarter. The position peaked at $369K in Q1 2023. 118 funds tracked by Wall St. Rank hold SMMV as of Q2 2023.

Oppenheimer & Co reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Oppenheimer & Co sold 10,644 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2023, an estimated $369K.
Oppenheimer & Co first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2023 and held it in 1 quarter.
Oppenheimer & Co's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $369K in Q1 2023.
118 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2023.

Based on Oppenheimer & Co's 13F filing for Q2 2023, filed 3 Aug 2023.