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

Other funds holding SMLF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthShield Partners's SMLF Position: Q2 2021 in Review

WealthShield Partners sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2021, closing a stake of 112 shares — an estimated $6K sold.

WealthShield Partners first reported a position in SMLF in Q1 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2021. 78 funds tracked by Wall St. Rank hold SMLF as of Q2 2021.

WealthShield Partners reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 112 iShares US Small Cap Equity Factor ETF shares in Q2 2021, an estimated $6K.
WealthShield Partners first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2020 and held it in 4 quarters.
WealthShield Partners's iShares US Small Cap Equity Factor ETF position peaked at $6K in Q1 2021.
78 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.