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Peterson Financial Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Peterson Financial Group’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
2024
Q3 		$3.25K Buy
+80
New +$3.15K 0.01% 332

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Peterson Financial Group's SMMV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2024: 80 shares worth $3.25K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings.

122 funds tracked by Wall St. Rank hold SMMV as of Q3 2024.

  • Peterson Financial Group held 80 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $3.25K as of Q3 2024.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Peterson Financial Group position in Q3 2024.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #332 holding.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.