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

Sugarloaf Wealth 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
Q4 		$9.17K Buy
221
+1
+0.5% +$42 ﹤0.01% 511
2024
Q3 		$8.97K Sell
220
-19
-8% -$747 ﹤0.01% 514
2024
Q2 		$8.91K Buy
239
+1
+0.4% +$37 ﹤0.01% 491
2024
Q1 		$8.92K Buy
238
+1
+0.4% +$36 ﹤0.01% 498
2023
Q4 		$8.47K Buy
237
+2
+0.9% +$68 ﹤0.01% 502
2023
Q3 		$7.77K Hold
235
– – ﹤0.01% 492
2023
Q2 		$8.06K Buy
235
+1
+0.4% +$34 ﹤0.01% 499
2023
Q1 		$8.13K Sell
234
-511
-69% -$18.1K ﹤0.01% 496
2022
Q4 		$25.8K Buy
745
+1
+0.1% +$34 0.01% 375
2022
Q3 		$24K Buy
744
+1
+0.1% +$35 0.01% 400
2022
Q2 		$25K Buy
743
+1
+0.1% +$35 0.01% 385
2022
Q1 		$28K Hold
742
– – 0.01% 361
2021
Q4 		$29K Buy
742
+1
+0.1% +$38 0.01% 376
2021
Q3 		$27K Buy
741
+1
+0.1% +$38 0.01% 367
2021
Q2 		$28K Sell
740
-2,584
-78% -$97.9K 0.01% 365
2021
Q1 		$38 Buy
3,324
+1,763
+113% +$63.8K 0.01% 310
2020
Q4 		$53K Sell
1,561
-435
-22% -$13.8K 0.02% 247
2020
Q3 		$58K Sell
1,996
-297
-13% -$8.88K 0.02% 219
2020
Q2 		$66K Sell
2,293
-621
-21% -$17.3K 0.03% 199
2020
Q1 		$75K Buy
2,914
+2,402
+469% +$78.6K 0.03% 174
2019
Q4 		$18K Buy
+512
New +$17.8K 0.01% 389

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Sugarloaf Wealth Management's SMMV Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.45% in Q4 2024, buying an estimated $42 and bringing the position to 221 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Sugarloaf Wealth Management first reported a position in SMMV in Q4 2019 and has held it in 21 quarters since. The position peaked at $75K in Q1 2020. 124 funds tracked by Wall St. Rank hold SMMV as of Q4 2024.

  • Sugarloaf Wealth Management held 221 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $9.17K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 iShares MSCI USA Small-Cap Min Vol Factor ETF share in Q4 2024, an estimated $42.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #511 holding.
  • Sugarloaf Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $75K in Q1 2020.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.