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

SVB Wealth’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
2021
Q3 		– Sell
-85
Closed -$3K – 1042
2021
Q2 		$3K Buy
+85
New +$3.22K ﹤0.01% 981

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

SVB Wealth's SMMV Position: Q3 2021 in Review

SVB Wealth sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2021, closing a stake of 85 shares — an estimated $3K sold.

SVB Wealth first reported a position in SMMV in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 125 funds tracked by Wall St. Rank hold SMMV as of Q3 2021.

  • SVB Wealth reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • SVB Wealth sold 85 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2021, an estimated $3K.
  • SVB Wealth first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2021 and held it in 1 quarter.
  • SVB Wealth's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $3K in Q2 2021.
  • 125 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2021.

Based on SVB Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.