Sage Private Wealth Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-269	Closed	-$9K	–	159
2022 Q3	$9K	Hold	269	–	–	0.01%	151
2022 Q2	$9K	Hold	269	–	–	0.01%	144
2022 Q1	$10K	Hold	269	–	–	0.01%	146
2021 Q4	$10K	Hold	269	–	–	0.01%	142
2021 Q3	$10K	Hold	269	–	–	0.01%	145
2021 Q2	$10K	Hold	269	–	–	0.01%	139
2021 Q1	$10K	Hold	269	–	–	0.02%	141
2020 Q4	$9K	Buy	+269	New	+$8.54K	0.03%	134

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

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

WMR

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

SGI

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

Sage Private Wealth Group's SMMV Position: Q4 2022 in Review

Sage Private Wealth Group sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2022, closing a stake of 269 shares — an estimated $9K sold.

Sage Private Wealth Group first reported a position in SMMV in Q4 2020 and held it in 8 quarters. The position peaked at $10K in Q1 2022. 126 funds tracked by Wall St. Rank hold SMMV as of Q4 2022.

Sage Private Wealth Group reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 269 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2022, an estimated $9K.
Sage Private Wealth Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $10K in Q1 2022.
126 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.