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

WealthShield 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
2021 Q3	–	Sell	-5,023	Closed	-$191K	–	659
2021 Q2	$191K	Sell	5,023 -1,282	-20%	-$48.6K	0.03%	266
2021 Q1	$232K	Sell	6,305 -8,978	-59%	-$325K	0.04%	238
2020 Q4	$518K	Buy	+15,283	New	+$485K	0.1%	168

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

WealthShield Partners's SMMV Position: Q3 2021 in Review

WealthShield Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2021, closing a stake of 5,023 shares — an estimated $191K sold.

WealthShield Partners first reported a position in SMMV in Q4 2020 and held it in 3 quarters. The position peaked at $518K in Q4 2020. 125 funds tracked by Wall St. Rank hold SMMV as of Q3 2021.

WealthShield Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 5,023 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2021, an estimated $191K.
WealthShield Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2020 and held it in 3 quarters.
WealthShield Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $518K in Q4 2020.
125 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.