WealthCare Investment Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

WealthCare Investment Partners’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 Q1	–	Sell	-10,036	Closed	-$392K	–	110
2021 Q4	$392K	Buy	+10,036	New	+$384K	0.38%	64

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return

WealthCare Investment Partners's SMMV Position: Q1 2022 in Review

WealthCare Investment Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2022, closing a stake of 10,036 shares — an estimated $392K sold.

WealthCare Investment Partners first reported a position in SMMV in Q4 2021 and held it in 1 quarter. The position peaked at $392K in Q4 2021. 124 funds tracked by Wall St. Rank hold SMMV as of Q1 2022.

WealthCare Investment Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
WealthCare Investment Partners sold 10,036 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2022, an estimated $392K.
WealthCare Investment Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and held it in 1 quarter.
WealthCare Investment Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $392K in Q4 2021.
124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2022.

Based on WealthCare Investment Partners's 13F filing for Q1 2022, filed 14 Apr 2022.