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1858 Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

1858 Wealth 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
2025
Q2 		– Sell
-25,420
Closed -$1.05M – 129
2025
Q1 		$1.05M Buy
+25,420
New +$1.06M 0.89% 33

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1858 Wealth Management's SMMV Position: Q2 2025 in Review

1858 Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2025, closing a stake of 25,420 shares — an estimated $1.05M sold.

1858 Wealth Management first reported a position in SMMV in Q1 2025 and held it in 1 quarter. The position peaked at $1.05M in Q1 2025. 124 funds tracked by Wall St. Rank hold SMMV as of Q2 2025.

  • 1858 Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • 1858 Wealth Management sold 25,420 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2025, an estimated $1.05M.
  • 1858 Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • 1858 Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.05M in Q1 2025.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2025.

Based on 1858 Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.