SFS
SMMV icon

Sowell Financial Services’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-413
Closed -$16K – 2380
2021
Q1 		$16K Buy
413
+220
+114% +$7.96K ﹤0.01% 2139
2020
Q4 		$7K Hold
193
– – ﹤0.01% 2176
2020
Q3 		$6K Sell
193
-1,231
-86% -$36.8K ﹤0.01% 1962
2020
Q2 		$41K Sell
1,424
-594
-29% -$16.6K ﹤0.01% 1224
2020
Q1 		$52K Sell
2,018
-10,177
-83% -$333K ﹤0.01% 1047
2019
Q4 		$433K Buy
12,195
+5,234
+75% +$182K 0.03% 490
2019
Q3 		$239K Buy
+6,961
New +$237K 0.02% 589

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 $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return