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World Investment Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

World Investment Advisors’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,337
Closed -$227K – 1280
2025
Q2 		$227K Buy
+3,337
New +$211K 0.01% 1038

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

World Investment Advisors's SMLF Position: Q3 2025 in Review

World Investment Advisors sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2025, closing a stake of 3,337 shares — an estimated $227K sold.

World Investment Advisors first reported a position in SMLF in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 237 funds tracked by Wall St. Rank hold SMLF as of Q3 2025.

  • World Investment Advisors reported no remaining iShares US Small Cap Equity Factor ETF position as of Q3 2025 after selling out during the quarter.
  • World Investment Advisors sold 3,337 iShares US Small Cap Equity Factor ETF shares in Q3 2025, an estimated $227K.
  • World Investment Advisors first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2025 and held it in 1 quarter.
  • World Investment Advisors's iShares US Small Cap Equity Factor ETF position peaked at $227K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2025.

Based on World Investment Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.