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Tower Wealth Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Tower Wealth Partners’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
-10,868
Closed -$400K – 52
2021
Q1 		$400K Sell
10,868
-219,022
-95% -$7.92M 0.52% 33
2020
Q4 		$7.79M Buy
+229,890
New +$7.3M 8.92% 5

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 $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
LPL Financial San Diego, California $377B 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 $432B AUM 30.22% 1-Year Est. Return

Tower Wealth Partners's SMMV Position: Q2 2021 in Review

Tower Wealth Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2021, closing a stake of 10,868 shares — an estimated $400K sold.

Tower Wealth Partners first reported a position in SMMV in Q4 2020 and held it in 2 quarters. The position peaked at $7.79M in Q4 2020. 119 funds tracked by Wall St. Rank hold SMMV as of Q2 2021.

  • Tower Wealth Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Tower Wealth Partners sold 10,868 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2021, an estimated $400K.
  • Tower Wealth Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2020 and held it in 2 quarters.
  • Tower Wealth Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $7.79M in Q4 2020.
  • 119 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2021.

Based on Tower Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.