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Orion Portfolio Solutions’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-70
Closed -$2K – 1789
2020
Q2 		$2K Buy
70
+6
+9% +$167 ﹤0.01% 1826
2020
Q1 		$2K Buy
+64
New +$2.1K ﹤0.01% 1624

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Orion Portfolio Solutions's SMMV Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2020, closing a stake of 70 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in SMMV in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 105 funds tracked by Wall St. Rank hold SMMV as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 70 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2K in Q2 2020.
  • 105 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.