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

Fiduciary Planning’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
Q1 		– Sell
-216,656
Closed -$7.75M – 70
2019
Q4 		$7.75M Buy
+216,656
New +$7.53M 7.15% 4

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Fiduciary Planning's SMMV Position: Q1 2020 in Review

Fiduciary Planning sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2020, closing a stake of 216,656 shares — an estimated $7.75M sold.

Fiduciary Planning first reported a position in SMMV in Q4 2019 and held it in 1 quarter. The position peaked at $7.75M in Q4 2019. 98 funds tracked by Wall St. Rank hold SMMV as of Q1 2020.

  • Fiduciary Planning reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 216,656 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2020, an estimated $7.75M.
  • Fiduciary Planning first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $7.75M in Q4 2019.
  • 98 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.