First Allied Advisory Services’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

First Allied Advisory Services’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	-14,511	Closed	-$375K	–	1182
2020 Q1	$375K	Buy	14,511 +7,116	+96%	+$233K	0.02%	688
2019 Q4	$260K	Buy	7,395 +6,077	+461%	+$211K	0.01%	1005
2019 Q3	$45K	Buy	+1,318	New	+$44.9K	﹤0.01%	1370
2018 Q1	–	Sell	-1,067	Closed	-$31K	–	1458
2017 Q4	$31K	Buy	+1,067	New	+$30.8K	﹤0.01%	1356

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

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Allied Advisory Services's SMMV Position: Q2 2020 in Review

First Allied Advisory Services sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2020, closing a stake of 14,511 shares — an estimated $375K sold.

First Allied Advisory Services first reported a position in SMMV in Q4 2017 and held it in 4 quarters. The position peaked at $375K in Q1 2020. 101 funds tracked by Wall St. Rank hold SMMV as of Q2 2020.

First Allied Advisory Services reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
First Allied Advisory Services sold 14,511 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2020, an estimated $375K.
First Allied Advisory Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2017 and held it in 4 quarters.
First Allied Advisory Services's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $375K in Q1 2020.
101 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2020.

Based on First Allied Advisory Services's 13F filing for Q2 2020, filed 13 Aug 2020.