SMG
SMLF icon

Smart Money Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Smart Money 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
2020
Q1 		– Sell
-29,553
Closed -$1.27M – 91
2019
Q4 		$1.27M Sell
29,553
-342
-1% -$14.2K 0.74% 37
2019
Q3 		$1.19M Sell
29,895
-1,876
-6% -$74.9K 0.96% 32
2019
Q2 		$1.28M Sell
31,771
-1,592
-5% -$64.1K 1.06% 29
2019
Q1 		$1.34M Sell
33,363
-4,281
-11% -$170K 1.17% 28
2018
Q4 		$1.35M Sell
37,644
-746
-2% -$29.3K 1.4% 24
2018
Q3 		$1.67M Sell
38,390
-706
-2% -$30.9K 1.51% 21
2018
Q2 		$1.64M Sell
39,096
-2,043
-5% -$83.8K 1.47% 24
2018
Q1 		$1.61M Sell
41,139
-6,812
-14% -$271K 1.64% 20
2017
Q4 		$1.9M Buy
+47,951
New +$1.87M 2.95% 12

Other funds holding SMLF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return