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MBE Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-246
Closed -$7K – 429
2020
Q1 		$7K Buy
+246
New +$9.5K 0.01% 337

Other funds holding SMLF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MBE Wealth Management's SMLF Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2020, closing a stake of 246 shares — an estimated $7K sold.

MBE Wealth Management first reported a position in SMLF in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 59 funds tracked by Wall St. Rank hold SMLF as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 246 iShares US Small Cap Equity Factor ETF shares in Q2 2020, an estimated $7K.
  • MBE Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares US Small Cap Equity Factor ETF position peaked at $7K in Q1 2020.
  • 59 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.