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

Ameritas Investment Company’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
2021 Q3	$9.44M	Buy	254,575 +215,811	+557%	+$8.18M	0.44%	52
2021 Q2	$12M	Sell	38,764 -167,101	-81%	-$6.33M	0.58%	37
2021 Q1	$7.59M	Buy	205,865 +102,412	+99%	+$3.7M	0.66%	35
2020 Q4	$3.5M	Buy	103,453 +16,117	+18%	+$512K	0.68%	30
2020 Q3	$2.53M	Hold	87,336	–	–	0.79%	27
2020 Q2	$2.53M	Sell	87,336 -8,291	-9%	-$231K	0.73%	28
2020 Q1	$2.45M	Buy	95,627 +39,198	+69%	+$1.28M	0.39%	44
2019 Q4	$2M	Buy	56,429 +55,081	+4,086%	+$1.92M	0.42%	47
2019 Q3	$46K	Buy	+1,348	New	+$46K	0.01%	680
2019 Q2	–	Sell	-31	Closed	-$1K	–	767
2019 Q1	$1K	Buy	+31	New	+$970	﹤0.01%	909

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Ameritas Investment Company's SMMV Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 557% in Q3 2021, buying an estimated $8.18M and bringing the position to 254,575 shares worth $9.44M. The position accounts for 0.44% of the portfolio, ranked #52.

Ameritas Investment Company first reported a position in SMMV in Q1 2019 and has held it in 10 quarters since. The position peaked at $12M in Q2 2021. 125 funds tracked by Wall St. Rank hold SMMV as of Q3 2021.

Ameritas Investment Company held 254,575 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $9.44M as of Q3 2021.
Ameritas Investment Company bought 215,811 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2021, an estimated $8.18M.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.44% of Ameritas Investment Company's portfolio in Q3 2021, its #52 holding.
Ameritas Investment Company first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and has held it in 10 quarters since.
Ameritas Investment Company's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $12M in Q2 2021.
125 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.