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	–	2377
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

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

Sowell Financial Services's SMMV Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2021, closing a stake of 413 shares — an estimated $16K sold.

Sowell Financial Services first reported a position in SMMV in Q3 2019 and held it in 7 quarters. The position peaked at $433K in Q4 2019. 119 funds tracked by Wall St. Rank hold SMMV as of Q2 2021.

Sowell Financial Services reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 413 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2021, an estimated $16K.
Sowell Financial Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $433K in Q4 2019.
119 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.