Roof Eidam Maycock Peralta (REMP)’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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 Q2	–	Sell	-101,635	Closed	-$2.63M	–	100
2020 Q1	$2.63M	Sell	101,635 -1,835	-2%	-$60.1K	1.1%	19
2019 Q4	$3.67M	Buy	103,470 +2,200	+2%	+$76.5K	1.41%	17
2019 Q3	$3.48M	Buy	101,270 +1,045	+1%	+$35.6K	1.42%	17
2019 Q2	$3.34M	Buy	100,225 +3,300	+3%	+$108K	1.37%	20
2019 Q1	$3.12M	Buy	96,925 +12,980	+15%	+$406K	1.23%	23
2018 Q4	$2.44M	Buy	+83,945	New	+$2.59M	1.18%	20

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

RJFSA

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

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s SMMV Position: Q2 2020 in Review

Roof Eidam Maycock Peralta (REMP) sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2020, closing a stake of 101,635 shares — an estimated $2.63M sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in SMMV in Q4 2018 and held it in 6 quarters. The position peaked at $3.67M in Q4 2019. 101 funds tracked by Wall St. Rank hold SMMV as of Q2 2020.

Roof Eidam Maycock Peralta (REMP) reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
Roof Eidam Maycock Peralta (REMP) sold 101,635 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2020, an estimated $2.63M.
Roof Eidam Maycock Peralta (REMP) first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2018 and held it in 6 quarters.
Roof Eidam Maycock Peralta (REMP)'s iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $3.67M in Q4 2019.
101 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2020.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2020, filed 5 Aug 2020.