Focus Financial Network’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Focus Financial Network’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 Q3	–	Sell	-26,387	Closed	-$1M	–	414
2021 Q2	$1M	Buy	26,387 +4,310	+20%	+$163K	0.13%	159
2021 Q1	$814K	Buy	22,077 +14,213	+181%	+$514K	0.1%	182
2020 Q4	$267K	Buy	7,864 +384	+5%	+$12.2K	0.02%	371
2020 Q3	$219K	Buy	7,480 +77	+1%	+$2.3K	0.02%	404
2020 Q2	$215K	Buy	+7,403	New	+$207K	0.02%	363

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

RJFSA

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Focus Financial Network's SMMV Position: Q3 2021 in Review

Focus Financial Network sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2021, closing a stake of 26,387 shares — an estimated $1M sold.

Focus Financial Network first reported a position in SMMV in Q2 2020 and held it in 5 quarters. The position peaked at $1M in Q2 2021. 125 funds tracked by Wall St. Rank hold SMMV as of Q3 2021.

Focus Financial Network reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
Focus Financial Network sold 26,387 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2021, an estimated $1M.
Focus Financial Network first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2020 and held it in 5 quarters.
Focus Financial Network's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1M in Q2 2021.
125 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2021.

Based on Focus Financial Network's 13F filing for Q3 2021, filed 24 Jul 2024.