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WealthShield Partners’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

WealthShield Partners’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
2021
Q2 		– Sell
-112
Closed -$6K – 1100
2021
Q1 		$6K Buy
+112
New +$5.66K ﹤0.01% 936
2020
Q4 		– Sell
-90
Closed -$3K – 396
2020
Q3 		$3K Hold
90
– – ﹤0.01% 374
2020
Q2 		$3K Buy
90
+40
+80% +$1.33K ﹤0.01% 315
2020
Q1 		$1K Buy
+50
New +$1.93K ﹤0.01% 261

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Mercer Global Advisors
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SFS
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BlackRock
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IWC
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CCA
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Wells Fargo
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FIA
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UBS Group
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