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

FourThought Financial’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
2022 Q1	–	Sell	-5,847	Closed	-$229K	–	1559
2021 Q4	$229K	Buy	5,847 +63	+1%	+$2.41K	0.03%	325
2021 Q3	$214K	Hold	5,784	–	–	0.03%	330
2021 Q2	$220K	Hold	5,784	–	–	0.03%	334
2021 Q1	$213K	Buy	5,784 +24	+0.4%	+$868	0.03%	344
2020 Q4	$195K	Buy	+5,760	New	+$183K	0.03%	345

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

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

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

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

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

FourThought Financial's SMMV Position: Q1 2022 in Review

FourThought Financial sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2022, closing a stake of 5,847 shares — an estimated $229K sold.

FourThought Financial first reported a position in SMMV in Q4 2020 and held it in 5 quarters. The position peaked at $229K in Q4 2021. 124 funds tracked by Wall St. Rank hold SMMV as of Q1 2022.

FourThought Financial reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
FourThought Financial sold 5,847 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2022, an estimated $229K.
FourThought Financial first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2020 and held it in 5 quarters.
FourThought Financial's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $229K in Q4 2021.
124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.