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Van Hulzen Asset Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Van Hulzen Asset Management’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
2019
Q3 		– Sell
-5,229
Closed -$211K – 278
2019
Q2 		$211K Buy
+5,229
New +$210K 0.05% 245

Other funds holding SMLF

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Van Hulzen Asset Management's SMLF Position: Q3 2019 in Review

Van Hulzen Asset Management sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q3 2019, closing a stake of 5,229 shares — an estimated $211K sold.

Van Hulzen Asset Management first reported a position in SMLF in Q2 2019 and held it in 1 quarter. The position peaked at $211K in Q2 2019. 63 funds tracked by Wall St. Rank hold SMLF as of Q3 2019.

  • Van Hulzen Asset Management reported no remaining iShares US Small Cap Equity Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Van Hulzen Asset Management sold 5,229 iShares US Small Cap Equity Factor ETF shares in Q3 2019, an estimated $211K.
  • Van Hulzen Asset Management first reported a position in iShares US Small Cap Equity Factor ETF in Q2 2019 and held it in 1 quarter.
  • Van Hulzen Asset Management's iShares US Small Cap Equity Factor ETF position peaked at $211K in Q2 2019.
  • 63 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q3 2019.

Based on Van Hulzen Asset Management's 13F filing for Q3 2019, filed 30 Oct 2019.