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

Ifrah Financial 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
Q4 		– Sell
-78,180
Closed -$2.28M – 205
2020
Q3 		$2.28M Buy
78,180
+3,212
+4% +$96K 0.82% 34
2020
Q2 		$2.17M Buy
74,968
+2,479
+3% +$69.2K 0.79% 35
2020
Q1 		$1.88M Buy
+72,489
New +$2.37M 0.79% 39

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ifrah Financial Services's SMMV Position: Q4 2020 in Review

Ifrah Financial Services sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2020, closing a stake of 78,180 shares — an estimated $2.28M sold.

Ifrah Financial Services first reported a position in SMMV in Q1 2020 and held it in 3 quarters. The position peaked at $2.28M in Q3 2020. 119 funds tracked by Wall St. Rank hold SMMV as of Q4 2020.

  • Ifrah Financial Services reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Ifrah Financial Services sold 78,180 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2020, an estimated $2.28M.
  • Ifrah Financial Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and held it in 3 quarters.
  • Ifrah Financial Services's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2.28M in Q3 2020.
  • 119 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2020.

Based on Ifrah Financial Services's 13F filing for Q4 2020, filed 5 Feb 2021.