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

Total Clarity 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
2022
Q3 		– Sell
-554
Closed -$19K – 852
2022
Q2 		$19K Buy
+554
New +$19.5K 0.01% 560

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Bank of America
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2022, closing a stake of 554 shares — an estimated $19K sold.

Total Clarity Wealth Management first reported a position in SMMV in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 121 funds tracked by Wall St. Rank hold SMMV as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 554 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2022, an estimated $19K.
  • Total Clarity Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $19K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2022.

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