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

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-4,054
Closed -$152K – 767
2024
Q2 		$152K Buy
4,054
+215
+6% +$7.93K 0.09% 139
2024
Q1 		$136K Sell
3,839
-179
-4% -$6.45K 0.08% 149
2023
Q4 		$143K Buy
+4,018
New +$136K 0.09% 142

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Envestnet Asset Management
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RJFSA
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WMR
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RJA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return