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

Steward Financial 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 Q3	$376K	Buy	+11,386	New	+$391K	0.12%	48

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

SGI

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

WMR

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 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

Steward Financial Group's SMMV Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2023: 11,386 shares worth $376K. The stake represents 0.12% of the portfolio and ranks #48 among its holdings.

114 funds tracked by Wall St. Rank hold SMMV as of Q3 2023.

Steward Financial Group held 11,386 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $376K as of Q3 2023.
iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Steward Financial Group position in Q3 2023.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.12% of Steward Financial Group's portfolio in Q3 2023, its #48 holding.
114 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.