VCP
SMMV icon

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

Verus Capital 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
2020
Q1 		$3K Hold
101
– – ﹤0.01% 1300
2019
Q4 		$4K Buy
+101
New +$3.51K ﹤0.01% 1345

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $61.7B AUM 33.76% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Verus Capital Partners's SMMV Position: Q1 2020 in Review

Verus Capital Partners held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q1 2020 at 101 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Verus Capital Partners first reported a position in SMMV in Q4 2019 and has held it in 2 quarters since. The position peaked at $4K in Q4 2019. 97 funds tracked by Wall St. Rank hold SMMV as of Q1 2020.

  • Verus Capital Partners held 101 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $3K as of Q1 2020.
  • Verus Capital Partners left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q1 2020.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1300 holding.
  • Verus Capital Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $4K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.