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

Barber Financial Group’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 Q1	–	Sell	-17,935	Closed	-$608K	–	160
2020 Q4	$608K	Sell	17,935 -10,322	-37%	-$328K	0.11%	70
2020 Q3	$826K	Sell	28,257 -9,304	-25%	-$278K	0.18%	58
2020 Q2	$1.09M	Sell	37,561 -1,057	-3%	-$29.5K	0.26%	48
2020 Q1	$999K	Sell	38,618 -126,905	-77%	-$4.16M	0.32%	44
2019 Q4	$5.87M	Buy	165,523 +90,017	+119%	+$3.13M	1.19%	23
2019 Q3	$2.59M	Buy	75,506 +43,045	+133%	+$1.47M	0.55%	47
2019 Q2	$1.08M	Buy	+32,461	New	+$1.06M	0.25%	58

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

RJFSA

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

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

SGI

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

Barber Financial Group's SMMV Position: Q1 2021 in Review

Barber Financial Group sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2021, closing a stake of 17,935 shares — an estimated $608K sold.

Barber Financial Group first reported a position in SMMV in Q2 2019 and held it in 7 quarters. The position peaked at $5.87M in Q4 2019. 115 funds tracked by Wall St. Rank hold SMMV as of Q1 2021.

Barber Financial Group reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Barber Financial Group sold 17,935 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2021, an estimated $608K.
Barber Financial Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2019 and held it in 7 quarters.
Barber Financial Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5.87M in Q4 2019.
115 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2021.

Based on Barber Financial Group's 13F filing for Q1 2021, filed 22 Apr 2021.