WIA
SMMV icon

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

Other funds holding SMMV

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 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wetzel Investment Advisors's SMMV Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2024, closing a stake of 4,054 shares — an estimated $152K sold.

Wetzel Investment Advisors first reported a position in SMMV in Q4 2023 and held it in 3 quarters. The position peaked at $152K in Q2 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 4,054 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2024, an estimated $152K.
  • Wetzel Investment Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $152K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.