SFSG
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Stearns Financial Services Group’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Stearns Financial Services 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
-350
Closed -$15K – 227
2019
Q4 		$15K Buy
+350
New +$14.5K ﹤0.01% 172

Other funds holding SMLF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Stearns Financial Services Group's SMLF Position: Q1 2020 in Review

Stearns Financial Services Group sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2020, closing a stake of 350 shares — an estimated $15K sold.

Stearns Financial Services Group first reported a position in SMLF in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 64 funds tracked by Wall St. Rank hold SMLF as of Q1 2020.

  • Stearns Financial Services Group reported no remaining iShares US Small Cap Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Stearns Financial Services Group sold 350 iShares US Small Cap Equity Factor ETF shares in Q1 2020, an estimated $15K.
  • Stearns Financial Services Group first reported a position in iShares US Small Cap Equity Factor ETF in Q4 2019 and held it in 1 quarter.
  • Stearns Financial Services Group's iShares US Small Cap Equity Factor ETF position peaked at $15K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2020.

Based on Stearns Financial Services Group's 13F filing for Q1 2020, filed 14 May 2020.