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

Adamsbrown Wealth Consultants’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
2026 Q2	$458K	Buy	9,942 +27	+0.3%	+$1.21K	0.09%	90
2026 Q1	$432K	Buy	9,915 +33	+0.3%	+$1.47K	0.11%	79
2025 Q4	$428K	Sell	9,882 -296	-3%	-$12.7K	0.12%	73
2025 Q3	$438K	Buy	10,178 +37	+0.4%	+$1.57K	0.12%	66
2025 Q2	$426K	Sell	10,141 -67	-0.7%	-$2.77K	0.12%	60
2025 Q1	$423K	Buy	10,208 +36	+0.4%	+$1.5K	0.13%	58
2024 Q4	$422K	Buy	10,172 +92	+0.9%	+$3.89K	0.14%	57
2024 Q3	$411K	Sell	10,080 -2,214	-18%	-$87.1K	0.14%	50
2024 Q2	$458K	Sell	12,294 -172	-1%	-$6.34K	0.18%	42
2024 Q1	$467K	Buy	12,466 +246	+2%	+$8.87K	0.19%	42
2023 Q4	$436K	Sell	12,220 -1,207	-9%	-$40.9K	0.19%	42
2023 Q3	$444K	Sell	13,427 -13,508	-50%	-$464K	0.22%	40
2023 Q2	$923K	Sell	26,935 -3,741	-12%	-$128K	0.49%	29
2023 Q1	$1.06M	Buy	30,676 +935	+3%	+$33K	0.61%	26
2022 Q4	$1.03M	Sell	29,741 -11,278	-27%	-$388K	0.62%	26
2022 Q3	$1.31M	Sell	41,019 -8,018	-16%	-$280K	1%	19
2022 Q2	$1.67M	Sell	49,037 -4,885	-9%	-$172K	1.32%	15
2022 Q1	$2M	Sell	53,922 -2,248	-4%	-$82.5K	1.59%	13
2021 Q4	$2.2M	Buy	+56,170	New	+$2.15M	1.98%	11

Other funds holding SMMV

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

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Adamsbrown Wealth Consultants's SMMV Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.27% in Q2 2026, buying an estimated $1.21K and bringing the position to 9,942 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #90.

Adamsbrown Wealth Consultants first reported a position in SMMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.2M in Q4 2021. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Adamsbrown Wealth Consultants held 9,942 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $458K as of Q2 2026.
Adamsbrown Wealth Consultants bought 27 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $1.21K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.09% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #90 holding.
Adamsbrown Wealth Consultants first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
Adamsbrown Wealth Consultants's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2.2M in Q4 2021.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.