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

Westside Investment 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
-350
Closed -$10 – 674
2020
Q3 		$10 Sell
350
-500
-59% -$14.9K ﹤0.01% 493
2020
Q2 		$24 Sell
850
-275
-24% -$7.67K ﹤0.01% 385
2020
Q1 		$29 Buy
+1,125
New +$36.8K ﹤0.01% 375

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 22.9% 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

Westside Investment Management's SMMV Position: Q4 2020 in Review

Westside Investment Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2020, closing a stake of 350 shares — an estimated $10 sold.

Westside Investment Management first reported a position in SMMV in Q1 2020 and held it in 3 quarters. The position peaked at $29 in Q1 2020. 119 funds tracked by Wall St. Rank hold SMMV as of Q4 2020.

  • Westside Investment Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Westside Investment Management sold 350 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2020, an estimated $10.
  • Westside Investment Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and held it in 3 quarters.
  • Westside Investment Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $29 in Q1 2020.
  • 119 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2020.

Based on Westside Investment Management's 13F filing for Q4 2020, filed 15 Jan 2021.