Selective Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Selective Wealth Management’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,095	Closed	-$203K	–	111
2024 Q3	$203K	Buy	+3,095	New	+$197K	0.08%	104
2023 Q3	–	Sell	-4,147	Closed	-$224K	–	106
2023 Q2	$224K	Buy	+4,147	New	+$211K	0.11%	104
2022 Q4	$250K	Sell	4,737 -1,170	-20%	-$58.3K	0.13%	102
2022 Q3	$264K	Sell	5,907 -992	-14%	-$49.1K	0.11%	99
2022 Q2	$323K	Sell	6,899 -338	-5%	-$17.3K	0.12%	103
2022 Q1	$395K	Sell	7,237 -994	-12%	-$54K	0.14%	81
2021 Q4	$471K	Buy	8,231 +3,144	+62%	+$178K	0.19%	63
2021 Q3	$273K	Buy	+5,087	New	+$278K	0.14%	79

Other funds holding SMLF

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

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

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return