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Golden State Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Golden State Wealth Management’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-46
Closed -$1K – 811
2020
Q1 		$1K Buy
+46
New +$1.78K ﹤0.01% 935
2019
Q4 		– Sell
-46
Closed -$2K – 781
2019
Q3 		$2K Hold
46
– – ﹤0.01% 986
2019
Q2 		$1K Hold
46
– – ﹤0.01% 1036
2019
Q1 		$2K Buy
+46
New +$1.82K ﹤0.01% 1030

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
BlackRock
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Golden State Wealth Management's SMLF Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2020, closing a stake of 46 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in SMLF in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 59 funds tracked by Wall St. Rank hold SMLF as of Q2 2020.

  • Golden State Wealth Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 46 iShares US Small Cap Equity Factor ETF shares in Q2 2020, an estimated $1K.
  • Golden State Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $2K in Q3 2019.
  • 59 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.