RPG
SMMV icon

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

Resource Planning 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
2023
Q4 		$691K Buy
+19,375
New +$656K 0.44% 46

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resource Planning Group's SMMV Position: Q4 2023 in Review

Resource Planning Group opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2023: 19,375 shares worth $691K. The stake represents 0.44% of the portfolio and ranks #46 among its holdings.

120 funds tracked by Wall St. Rank hold SMMV as of Q4 2023.

  • Resource Planning Group held 19,375 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $691K as of Q4 2023.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Resource Planning Group position in Q4 2023.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.44% of Resource Planning Group's portfolio in Q4 2023, its #46 holding.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.