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Ishares Tr edge msci minm shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$268k	7.5k	35.69
2021-12-31	$89k	2.3k	38.71

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Ishares Tr edge msci minm

Raymond James & Associates

Mercer Global Advisors

Bank of America Corporation

Raymond James Financial Services Advisors

Wealth Management Resources

Commonwealth Equity Services

Cambridge Investment Research Advisors

Raymond James Trust

Wade Financial Advisory

Summit Global Investments

Brickley Wealth Management

Creative Planning

Beacon Pointe Advisors

Royal Bank of Canada

View all funds holding Ishares Tr edge msci minm

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