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

Centerpoint Advisors’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
2020
Q2 		– Sell
-95
Closed -$2K – 295
2020
Q1 		$2K Hold
95
– – ﹤0.01% 222
2019
Q4 		$3K Buy
+95
New +$3.3K ﹤0.01% 239

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Centerpoint Advisors's SMMV Position: Q2 2020 in Review

Centerpoint Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2020, closing a stake of 95 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in SMMV in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 101 funds tracked by Wall St. Rank hold SMMV as of Q2 2020.

  • Centerpoint Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Centerpoint Advisors sold 95 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2020, an estimated $2K.
  • Centerpoint Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Centerpoint Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $3K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2020.

Based on Centerpoint Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.