Patriot Financial Group Insurance Agency’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q1	–	Sell	-404	Closed	-$14K	–	2067
2020 Q4	$14K	Hold	404	–	–	﹤0.01%	1112
2020 Q3	$12K	Hold	404	–	–	﹤0.01%	981
2020 Q2	$12K	Hold	404	–	–	﹤0.01%	922
2020 Q1	$10K	Buy	+404	New	+$13.2K	﹤0.01%	867

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 $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SMMV Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2021, closing a stake of 404 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in SMMV in Q1 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2020. 115 funds tracked by Wall St. Rank hold SMMV as of Q1 2021.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 404 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2021, an estimated $14K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $14K in Q4 2020.
115 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.