WIA
SMMV icon

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

World Investment Advisors’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
Q1 		– Sell
-9,695
Closed -$344K – 172
2019
Q4 		$344K Sell
9,695
-9,789
-50% -$340K 0.13% 99
2019
Q3 		$669K Sell
19,484
-101
-0.5% -$3.44K 0.29% 50
2019
Q2 		$655K Buy
+19,585
New +$642K 0.29% 48

Other funds holding SMMV

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

World Investment Advisors's SMMV Position: Q1 2020 in Review

World Investment Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2020, closing a stake of 9,695 shares — an estimated $344K sold.

World Investment Advisors first reported a position in SMMV in Q2 2019 and held it in 3 quarters. The position peaked at $669K in Q3 2019. 97 funds tracked by Wall St. Rank hold SMMV as of Q1 2020.

  • World Investment Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • World Investment Advisors sold 9,695 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2020, an estimated $344K.
  • World Investment Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2019 and held it in 3 quarters.
  • World Investment Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $669K in Q3 2019.
  • 97 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2020.

Based on World Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.