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

Ten Capital Wealth Advisors’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 Q2	–	Sell	-45	Closed	-$1.56K	–	469
2023 Q1	$1.56K	Hold	45	–	–	﹤0.01%	471
2022 Q4	$1.56K	Buy	+45	New	+$1.55K	﹤0.01%	453

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 $324M AUM 15.49% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ten Capital Wealth Advisors's SMMV Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2023, closing a stake of 45 shares — an estimated $1.56K sold.

Ten Capital Wealth Advisors first reported a position in SMMV in Q4 2022 and held it in 2 quarters. The position peaked at $1.56K in Q1 2023. 118 funds tracked by Wall St. Rank hold SMMV as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 45 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2023, an estimated $1.56K.
Ten Capital Wealth Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
Ten Capital Wealth Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.56K in Q1 2023.
118 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.