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Ishares Tr edge msci minm shares owned by Compass Financial Management

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge msci minm by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $23k 502 46.04

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View all positions for Compass Financial Management

Top funds holding Ishares Tr edge msci minm

Bank of America Corporation
Mercer Global Advisors
Wealth Management Resources
Raymond James Financial
Commonwealth Equity Services
LPL Financial
Royal Bank of Canada
Brickley Wealth Management
Creative Planning
Advisory Services Network
UBS Group
Ameriprise Financial
Beacon Pointe Advisors
Sagespring Wealth Partners
Rehmann Capital Advisory

View all funds holding Ishares Tr edge msci minm