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PDS Planning’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

PDS Planning’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
Q1 		– Sell
-6,640
Closed -$236K – 110
2019
Q4 		$236K Hold
6,640
– – 0.15% 85
2019
Q3 		$228K Hold
6,640
– – 0.16% 82
2019
Q2 		$221K Hold
6,640
– – 0.16% 76
2019
Q1 		$214K Buy
+6,640
New +$208K 0.17% 75

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

PDS Planning's SMMV Position: Q1 2020 in Review

PDS Planning sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2020, closing a stake of 6,640 shares — an estimated $236K sold.

PDS Planning first reported a position in SMMV in Q1 2019 and held it in 4 quarters. The position peaked at $236K in Q4 2019. 97 funds tracked by Wall St. Rank hold SMMV as of Q1 2020.

  • PDS Planning reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • PDS Planning sold 6,640 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2020, an estimated $236K.
  • PDS Planning first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and held it in 4 quarters.
  • PDS Planning's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $236K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2020.

Based on PDS Planning's 13F filing for Q1 2020, filed 20 Apr 2020.