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Studio Investment Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Studio Investment Management’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
Q2 		– Sell
-309
Closed -$11.6K – 325
2024
Q1 		$11.6K Buy
+309
New +$11.1K ﹤0.01% 234

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Studio Investment Management's SMMV Position: Q2 2024 in Review

Studio Investment Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2024, closing a stake of 309 shares — an estimated $11.6K sold.

Studio Investment Management first reported a position in SMMV in Q1 2024 and held it in 1 quarter. The position peaked at $11.6K in Q1 2024. 123 funds tracked by Wall St. Rank hold SMMV as of Q2 2024.

  • Studio Investment Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Studio Investment Management sold 309 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2024, an estimated $11.6K.
  • Studio Investment Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2024 and held it in 1 quarter.
  • Studio Investment Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $11.6K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2024.

Based on Studio Investment Management's 13F filing for Q2 2024, filed 7 Aug 2024.