WA
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Winfield Associates’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-575
Closed -$23K – 563
2017
Q4 		$23K Hold
575
– – 0.01% 288
2017
Q3 		$22K Hold
575
– – 0.01% 277
2017
Q2 		$21K Hold
575
– – 0.01% 285
2017
Q1 		$20K Buy
575
+75
+15% +$2.68K 0.01% 270
2016
Q4 		$18K Buy
+500
New +$16.8K 0.01% 276

Other funds holding SMLF

TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EA
Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return