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

CXI 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
2019 Q4	$50K	Buy	+1,418	New	+$49.3K	0.11%	25

Other funds holding SMMV

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

CXI Advisors's SMMV Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2019: 1,418 shares worth $50K. The stake represents 0.11% of the portfolio and ranks #25 among its holdings.

89 funds tracked by Wall St. Rank hold SMMV as of Q4 2019.

CXI Advisors held 1,418 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $50K as of Q4 2019.
iShares MSCI USA Small-Cap Min Vol Factor ETF was a new CXI Advisors position in Q4 2019.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.11% of CXI Advisors's portfolio in Q4 2019, its #25 holding.
89 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.