Sound Income Strategies’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Sound Income Strategies’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
2024 Q3	–	Sell	-116	Closed	-$4.33K	–	1491
2024 Q2	$4.33K	Buy	+116	New	+$4.28K	﹤0.01%	969
2023 Q4	–	Sell	-164	Closed	-$5.42K	–	1387
2023 Q3	$5.42K	Buy	+164	New	+$5.63K	﹤0.01%	733
2023 Q2	–	Sell	-1,592	Closed	-$55.2K	–	1161
2023 Q1	$55.2K	Buy	+1,592	New	+$56.2K	0.01%	274

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RJA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sound Income Strategies's SMMV Position: Q3 2024 in Review

Sound Income Strategies sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2024, closing a stake of 116 shares — an estimated $4.33K sold.

Sound Income Strategies first reported a position in SMMV in Q1 2023 and held it in 3 quarters. The position peaked at $55.2K in Q1 2023. 122 funds tracked by Wall St. Rank hold SMMV as of Q3 2024.

Sound Income Strategies reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Sound Income Strategies sold 116 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2024, an estimated $4.33K.
Sound Income Strategies first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2023 and held it in 3 quarters.
Sound Income Strategies's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $55.2K in Q1 2023.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.