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

Wealth Quarterback’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 		$2K Buy
31
+1
+3% +$38 ﹤0.01% 740
2021
Q2 		$2K Buy
+30
New +$1.14K ﹤0.01% 768

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 22.96% 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

Wealth Quarterback's SMMV Position: Q3 2021 in Review

Wealth Quarterback increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 3.3% in Q3 2021, buying an estimated $38 and bringing the position to 31 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Wealth Quarterback first reported a position in SMMV in Q2 2021 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold SMMV as of Q3 2021.

  • Wealth Quarterback held 31 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $2K as of Q3 2021.
  • Wealth Quarterback bought 1 iShares MSCI USA Small-Cap Min Vol Factor ETF share in Q3 2021, an estimated $38.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #740 holding.
  • Wealth Quarterback first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2021 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.