Sanford Advisory Services’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Sanford Advisory Services’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	$1.18M	Buy	34,244 +10,386	+44%	+$357K	0.28%	50
2022 Q3	$761K	Sell	23,858 -336	-1%	-$11.7K	0.22%	55
2022 Q2	$824K	Sell	24,194 -311	-1%	-$10.9K	0.23%	49
2022 Q1	$911K	Sell	24,505 -6,290	-20%	-$231K	0.25%	41
2021 Q4	$1.2M	Sell	30,795 -3,936	-11%	-$151K	0.27%	38
2021 Q3	$1.29M	Sell	34,731 -11,973	-26%	-$454K	0.32%	33
2021 Q2	$1.78M	Buy	46,704 +951	+2%	+$36K	0.46%	24
2021 Q1	$1.69M	Sell	45,753 -27,852	-38%	-$1.01M	0.47%	23
2020 Q4	$2.49M	Buy	+73,605	New	+$2.34M	0.8%	14

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

Sanford Advisory Services's SMMV Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 44% in Q4 2022, buying an estimated $357K and bringing the position to 34,244 shares worth $1.18M. The position accounts for 0.28% of the portfolio, ranked #50.

Sanford Advisory Services first reported a position in SMMV in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.49M in Q4 2020. 126 funds tracked by Wall St. Rank hold SMMV as of Q4 2022.

Sanford Advisory Services held 34,244 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $1.18M as of Q4 2022.
Sanford Advisory Services bought 10,386 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2022, an estimated $357K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.28% of Sanford Advisory Services's portfolio in Q4 2022, its #50 holding.
Sanford Advisory Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2.49M in Q4 2020.
126 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.