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MBE Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

MBE Wealth Management’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
Q2 		– Sell
-820
Closed -$21K – 431
2020
Q1 		$21K Buy
+820
New +$26.8K 0.02% 212

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MBE Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2020, closing a stake of 820 shares — an estimated $21K sold.

MBE Wealth Management first reported a position in SMMV in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 101 funds tracked by Wall St. Rank hold SMMV as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 820 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2020, an estimated $21K.
  • MBE Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $21K in Q1 2020.
  • 101 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2020.

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