Heartwood Wealth Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Heartwood Wealth Advisors’s Portfolio SLVP Stock Details SLVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-480,839	Closed	-$7.39M	–	100
2021 Q2	$7.39M	Buy	480,839 +7,209	+2%	+$119K	1.14%	24
2021 Q1	$6.99M	Buy	+473,630	New	+$7.61M	1.12%	25

Other funds holding SLVP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heartwood Wealth Advisors's SLVP Position: Q3 2021 in Review

Heartwood Wealth Advisors sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2021, closing a stake of 480,839 shares — an estimated $7.39M sold.

Heartwood Wealth Advisors first reported a position in SLVP in Q1 2021 and held it in 2 quarters. The position peaked at $7.39M in Q2 2021. 48 funds tracked by Wall St. Rank hold SLVP as of Q3 2021.

Heartwood Wealth Advisors reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q3 2021 after selling out during the quarter.
Heartwood Wealth Advisors sold 480,839 iShares MSCI Global Silver and Metals Miners ETF shares in Q3 2021, an estimated $7.39M.
Heartwood Wealth Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2021 and held it in 2 quarters.
Heartwood Wealth Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $7.39M in Q2 2021.
48 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2021.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.