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Verde Capital Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Verde Capital Management’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
Q4 		– Sell
-32,842
Closed -$960K – 42
2020
Q3 		$960K Buy
+32,842
New +$982K 0.55% 30

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 $1.55T AUM 33.47% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Verde Capital Management's SMMV Position: Q4 2020 in Review

Verde Capital Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2020, closing a stake of 32,842 shares — an estimated $960K sold.

Verde Capital Management first reported a position in SMMV in Q3 2020 and held it in 1 quarter. The position peaked at $960K in Q3 2020. 119 funds tracked by Wall St. Rank hold SMMV as of Q4 2020.

  • Verde Capital Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Verde Capital Management sold 32,842 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2020, an estimated $960K.
  • Verde Capital Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2020 and held it in 1 quarter.
  • Verde Capital Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $960K in Q3 2020.
  • 119 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2020.

Based on Verde Capital Management's 13F filing for Q4 2020, filed 29 Jan 2021.