Kabarec Financial Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Kabarec Financial Advisors’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
2018 Q2	$52K	Buy	+1,252	New	+$51.4K	0.04%	55

Other funds holding SMLF

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

RJFSA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return

Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Kabarec Financial Advisors's SMLF Position: Q2 2018 in Review

Kabarec Financial Advisors opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2018: 1,252 shares worth $52K. The stake represents 0.04% of the portfolio and ranks #55 among its holdings.

31 funds tracked by Wall St. Rank hold SMLF as of Q2 2018.

Kabarec Financial Advisors held 1,252 shares of iShares US Small Cap Equity Factor ETF worth $52K as of Q2 2018.
iShares US Small Cap Equity Factor ETF was a new Kabarec Financial Advisors position in Q2 2018.
iShares US Small Cap Equity Factor ETF made up 0.04% of Kabarec Financial Advisors's portfolio in Q2 2018, its #55 holding.
31 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.