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	–	521
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

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

Bank of America

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

Mercer Global Advisors

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

Envestnet Asset Management

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return