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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $20.5B AUM 24.45% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Smart Money Group's SMLF Position: Q1 2020 in Review

Smart Money Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2020, closing a stake of 29,553 shares — an estimated $1.27M sold.

Smart Money Group first reported a position in SMLF in Q4 2017 and held it in 9 quarters. The position peaked at $1.9M in Q4 2017. 64 funds tracked by Wall St. Rank hold SMLF as of Q1 2020.

Smart Money Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
Smart Money Group sold 29,553 iShares US Small Cap Equity Factor ETF shares in Q1 2020, an estimated $1.27M.
Smart Money Group first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2017 and held it in 9 quarters.
Smart Money Group's iShares US Small Cap Equity Factor ETF position peaked at $1.9M in Q4 2017.
64 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2020.

Based on Smart Money Group's 13F filing for Q1 2020, filed 13 May 2020.