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Safeguard Investment Advisory Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Safeguard Investment Advisory Group’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-51
Closed -$2K – 606
2020
Q4 		$2K Buy
+51
New +$2.15K ﹤0.01% 638

Other funds holding SMLF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Safeguard Investment Advisory Group's SMLF Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2021, closing a stake of 51 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in SMLF in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 71 funds tracked by Wall St. Rank hold SMLF as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 51 iShares US Small Cap Equity Factor ETF shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares US Small Cap Equity Factor ETF position peaked at $2K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.