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Smart Money Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Smart Money Group’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
-28,054
Closed -$725K – 94
2020
Q1 		$725K Sell
28,054
-254
-0.9% -$8.32K 0.51% 48
2019
Q4 		$1M Buy
+28,308
New +$984K 0.59% 43

Other funds holding SMMV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Smart Money Group's SMMV Position: Q2 2020 in Review

Smart Money Group sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2020, closing a stake of 28,054 shares — an estimated $725K sold.

Smart Money Group first reported a position in SMMV in Q4 2019 and held it in 2 quarters. The position peaked at $1M in Q4 2019. 101 funds tracked by Wall St. Rank hold SMMV as of Q2 2020.

  • Smart Money Group reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Smart Money Group sold 28,054 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2020, an estimated $725K.
  • Smart Money Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Smart Money Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1M 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 Smart Money Group's 13F filing for Q2 2020, filed 29 Jul 2020.