Ausdal Financial Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Ausdal Financial Partners’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
2022 Q1	–	Sell	-32,216	Closed	-$1.26M	–	520
2021 Q4	$1.26M	Hold	32,216	–	–	0.17%	161
2021 Q3	$1.2M	Sell	32,216 -314	-1%	-$11.9K	0.18%	159
2021 Q2	$1.24M	Sell	32,530 -8,698	-21%	-$329K	0.19%	152
2021 Q1	$1.52M	Sell	41,228 -25,967	-39%	-$939K	0.26%	117
2020 Q4	$2.28M	Sell	67,195 -1,359	-2%	-$43.1K	0.44%	60
2020 Q3	$2M	Hold	68,554	–	–	0.48%	51
2020 Q2	$1.99M	Sell	68,554 -3,129	-4%	-$87.3K	0.66%	41
2020 Q1	$1.93M	Buy	+71,683	New	+$2.35M	0.68%	38

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Ausdal Financial Partners's SMMV Position: Q1 2022 in Review

Ausdal Financial Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2022, closing a stake of 32,216 shares — an estimated $1.26M sold.

Ausdal Financial Partners first reported a position in SMMV in Q1 2020 and held it in 8 quarters. The position peaked at $2.28M in Q4 2020. 124 funds tracked by Wall St. Rank hold SMMV as of Q1 2022.

Ausdal Financial Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Ausdal Financial Partners sold 32,216 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2022, an estimated $1.26M.
Ausdal Financial Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and held it in 8 quarters.
Ausdal Financial Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2.28M in Q4 2020.
124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2022.

Based on Ausdal Financial Partners's 13F filing for Q1 2022, filed 4 May 2022.