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

USAdvisors 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
2023
Q3 		– Sell
-6,277
Closed -$215K – 108
2023
Q2 		$215K Sell
6,277
-887
-12% -$30.4K 0.1% 96
2023
Q1 		$248K Sell
7,164
-254
-3% -$8.97K 0.12% 102
2022
Q4 		$257K Sell
7,418
-6,249
-46% -$215K 0.12% 98
2022
Q3 		$436K Sell
13,667
-69
-0.5% -$2.41K 0.22% 85
2022
Q2 		$468K Sell
13,736
-912
-6% -$32.1K 0.23% 81
2022
Q1 		$545K Sell
14,648
-4,160
-22% -$153K 0.23% 82
2021
Q4 		$735K Sell
18,808
-2,698
-13% -$103K 0.3% 70
2021
Q3 		$797K Buy
21,506
+11,369
+112% +$431K 0.35% 62
2021
Q2 		$386K Sell
10,137
-9,485
-48% -$359K 0.21% 78
2021
Q1 		$723K Sell
19,622
-237,852
-92% -$8.6M 0.35% 60
2020
Q4 		$8.78M Buy
257,474
+17,253
+7% +$548K 4.22% 7
2020
Q3 		$7.07M Buy
240,221
+1,627
+0.7% +$48.6K 1.1% 11
2020
Q2 		$6.92M Buy
238,594
+17,845
+8% +$498K 3.68% 10
2020
Q1 		$5.71M Buy
220,749
+65,423
+42% +$2.14M 3.52% 12
2019
Q4 		$5.41M Buy
+155,326
New +$5.4M 2.8% 14

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 $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.83B AUM 22.56% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

USAdvisors Wealth Management's SMMV Position: Q3 2023 in Review

USAdvisors Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2023, closing a stake of 6,277 shares — an estimated $215K sold.

USAdvisors Wealth Management first reported a position in SMMV in Q4 2019 and held it in 15 quarters. The position peaked at $8.78M in Q4 2020. 114 funds tracked by Wall St. Rank hold SMMV as of Q3 2023.

  • USAdvisors Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • USAdvisors Wealth Management sold 6,277 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2023, an estimated $215K.
  • USAdvisors Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and held it in 15 quarters.
  • USAdvisors Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $8.78M in Q4 2020.
  • 114 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2023.

Based on USAdvisors Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.