LFAS
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Level Four Advisory Services’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Level Four Advisory 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
2024
Q3 		– Sell
-13,974
Closed -$521K – 802
2024
Q2 		$521K Buy
+13,974
New +$515K 0.02% 478
2020
Q3 		– Sell
-43,269
Closed -$1.26M – 578
2020
Q2 		$1.26M Sell
43,269
-657
-1% -$18.3K 0.1% 216
2020
Q1 		$1.13M Sell
43,926
-3,532
-7% -$116K 0.14% 184
2019
Q4 		$1.69M Sell
47,458
-1,352
-3% -$47K 0.07% 231
2019
Q3 		$1.68M Buy
48,810
+41,816
+598% +$1.43M 0.17% 135
2019
Q2 		$233K Buy
6,994
+14
+0.2% +$459 0.02% 465
2019
Q1 		$225K Sell
6,980
-4,331
-38% -$136K 0.02% 464
2018
Q4 		$329K Buy
+11,311
New +$349K 0.04% 384

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RJFSA
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RJA
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Two Sigma Investments
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