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

Partnervest 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
2020 Q3	$217K	Sell	7,424 -549	-7%	-$16.4K	0.07%	214
2020 Q2	$231K	Sell	7,973 -591	-7%	-$16.5K	0.09%	184
2020 Q1	$221K	Buy	8,564 +1,557	+22%	+$51K	0.1%	170
2019 Q4	$249K	Buy	+7,007	New	+$244K	0.09%	173

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Partnervest Advisory Services's SMMV Position: Q3 2020 in Review

Partnervest Advisory Services reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 6.9% in Q3 2020, selling an estimated $16.4K and leaving 7,424 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #214.

Partnervest Advisory Services first reported a position in SMMV in Q4 2019 and has held it in 4 quarters since. The position peaked at $249K in Q4 2019. 105 funds tracked by Wall St. Rank hold SMMV as of Q3 2020.

Partnervest Advisory Services held 7,424 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $217K as of Q3 2020.
Partnervest Advisory Services sold 549 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2020, an estimated $16.4K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.07% of Partnervest Advisory Services's portfolio in Q3 2020, its #214 holding.
Partnervest Advisory Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and has held it in 4 quarters since.
Partnervest Advisory Services's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $249K in Q4 2019.
105 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.