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

PSI 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
2022 Q3	–	Sell	-102	Closed	-$3K	–	829
2022 Q2	$3K	Hold	102	–	–	﹤0.01%	636
2022 Q1	$4K	Sell	102 -18	-15%	-$660	﹤0.01%	576
2021 Q4	$5K	Hold	120	–	–	﹤0.01%	597
2021 Q3	$4K	Buy	+120	New	+$4.55K	﹤0.01%	612
2020 Q1	–	Sell	-11,109	Closed	-$394K	–	510
2019 Q4	$394K	Buy	+11,109	New	+$386K	0.25%	82

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

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

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

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

SGI

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

PSI Advisors's SMMV Position: Q3 2022 in Review

PSI Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2022, closing a stake of 102 shares — an estimated $3K sold.

PSI Advisors first reported a position in SMMV in Q4 2019 and held it in 5 quarters. The position peaked at $394K in Q4 2019. 121 funds tracked by Wall St. Rank hold SMMV as of Q3 2022.

PSI Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
PSI Advisors sold 102 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2022, an estimated $3K.
PSI Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
PSI Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $394K in Q4 2019.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2022.

Based on PSI Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.