KIG
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Kowal Investment Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-581
Closed -$22K – 801
2021
Q3 		$22K Buy
+581
New +$22K 0.01% 371

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Kowal Investment Group's SMMV Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2021, closing a stake of 581 shares — an estimated $22K sold.

Kowal Investment Group first reported a position in SMMV in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 133 funds tracked by Wall St. Rank hold SMMV as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 581 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2021, an estimated $22K.
  • Kowal Investment Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $22K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.