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

Cetera 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
2021 Q1	–	Sell	-15,507	Closed	-$526K	–	1239
2020 Q4	$526K	Hold	15,507	–	–	0.02%	624
2020 Q3	$453K	Sell	15,507 -200	-1%	-$5.98K	0.02%	600
2020 Q2	$455K	Sell	15,707 -100	-0.6%	-$2.79K	0.02%	569
2020 Q1	$409K	Buy	+15,807	New	+$518K	0.02%	521
2019 Q2	–	Sell	-7,604	Closed	-$246K	–	1237
2019 Q1	$246K	Buy	+7,604	New	+$238K	0.01%	703

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

Cetera Advisors's SMMV Position: Q1 2021 in Review

Cetera Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2021, closing a stake of 15,507 shares — an estimated $526K sold.

Cetera Advisors first reported a position in SMMV in Q1 2019 and held it in 5 quarters. The position peaked at $526K in Q4 2020. 115 funds tracked by Wall St. Rank hold SMMV as of Q1 2021.

Cetera Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Cetera Advisors sold 15,507 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2021, an estimated $526K.
Cetera Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and held it in 5 quarters.
Cetera Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $526K in Q4 2020.
115 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2021.

Based on Cetera Advisors's 13F filing for Q1 2021, filed 17 May 2021.