Atria Investments’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Atria Investments’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 Q2	–	Sell	-45,814	Closed	-$1.69M	–	789
2021 Q1	$1.69M	Sell	45,814 -1,643	-3%	-$59.4K	0.04%	518
2020 Q4	$1.61M	Buy	47,457 +5,122	+12%	+$163K	0.04%	492
2020 Q3	$1.24M	Sell	42,335 -3,445	-8%	-$103K	0.04%	499
2020 Q2	$1.33M	Sell	45,780 -14,516	-24%	-$405K	0.05%	419
2020 Q1	$1.56M	Buy	60,296 +30,756	+104%	+$1.01M	0.12%	163
2019 Q4	$1.05M	Buy	29,540 +1,507	+5%	+$52.4K	0.03%	509
2019 Q3	$962K	Sell	28,033 -371,077	-93%	-$12.7M	0.03%	430
2019 Q2	$13.6M	Buy	+399,110	New	+$13.1M	0.51%	34

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 $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 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 $445B AUM 25.58% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments's SMMV Position: Q2 2021 in Review

Atria Investments sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2021, closing a stake of 45,814 shares — an estimated $1.69M sold.

Atria Investments first reported a position in SMMV in Q2 2019 and held it in 8 quarters. The position peaked at $13.6M in Q2 2019. 119 funds tracked by Wall St. Rank hold SMMV as of Q2 2021.

Atria Investments reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Atria Investments sold 45,814 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2021, an estimated $1.69M.
Atria Investments first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2019 and held it in 8 quarters.
Atria Investments's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $13.6M in Q2 2019.
119 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2021.

Based on Atria Investments's 13F filing for Q2 2021, filed 10 Aug 2021.