Total Clarity Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Total Clarity Wealth Management’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-232	Closed	-$11K	–	850
2022 Q2	$11K	Buy	+232	New	+$11.8K	0.01%	648
2022 Q1	–	Sell	-232	Closed	-$13K	–	789
2021 Q4	$13K	Hold	232	–	–	0.01%	643
2021 Q3	$12K	Buy	+232	New	+$12.7K	0.01%	640
2021 Q2	–	Sell	-232	Closed	-$12K	–	648
2021 Q1	$12K	Buy	+232	New	+$11.7K	0.01%	532

Other funds holding SMLF

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Total Clarity Wealth Management's SMLF Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2022, closing a stake of 232 shares — an estimated $11K sold.

Total Clarity Wealth Management first reported a position in SMLF in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q4 2021. 89 funds tracked by Wall St. Rank hold SMLF as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 232 iShares US Small Cap Equity Factor ETF shares in Q3 2022, an estimated $11K.
Total Clarity Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $13K in Q4 2021.
89 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.