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United Capital Financial Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

United Capital Financial Advisors’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
Q1 		– Sell
-7,016
Closed -$249K – 1349
2019
Q4 		$249K Buy
+7,016
New +$244K ﹤0.01% 1216

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

United Capital Financial Advisors's SMMV Position: Q1 2020 in Review

United Capital Financial Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2020, closing a stake of 7,016 shares — an estimated $249K sold.

United Capital Financial Advisors first reported a position in SMMV in Q4 2019 and held it in 1 quarter. The position peaked at $249K in Q4 2019. 98 funds tracked by Wall St. Rank hold SMMV as of Q1 2020.

  • United Capital Financial Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,016 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2020, an estimated $249K.
  • United Capital Financial Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $249K in Q4 2019.
  • 98 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.