RDA Financial Network’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

RDA Financial Network’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	-24,417	Closed	-$827K	–	237
2020 Q4	$827K	Buy	24,417 +170	+0.7%	+$5.4K	0.37%	74
2020 Q3	$708K	Buy	24,247 +5,568	+30%	+$166K	0.32%	83
2020 Q2	$542K	Buy	18,679 +1,575	+9%	+$43.9K	0.27%	95
2020 Q1	$442K	Buy	17,104 +2,865	+20%	+$93.8K	0.27%	92
2019 Q4	$508K	Buy	14,239 +7,398	+108%	+$257K	0.21%	117
2019 Q3	$240K	Buy	+6,841	New	+$233K	0.1%	201

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $495B AUM 43.24% 1-Year Est. Return

SGI

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

RDA Financial Network's SMMV Position: Q1 2021 in Review

RDA Financial Network sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2021, closing a stake of 24,417 shares — an estimated $827K sold.

RDA Financial Network first reported a position in SMMV in Q3 2019 and held it in 6 quarters. The position peaked at $827K in Q4 2020. 115 funds tracked by Wall St. Rank hold SMMV as of Q1 2021.

RDA Financial Network reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
RDA Financial Network sold 24,417 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2021, an estimated $827K.
RDA Financial Network first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2019 and held it in 6 quarters.
RDA Financial Network's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $827K 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 RDA Financial Network's 13F filing for Q1 2021, filed 6 May 2021.