Avantax Advisory Services’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Avantax Advisory Services’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	$283K	Buy	6,740 +4	+0.1%	+$165	﹤0.01%	1960
2025 Q1	$279K	Buy	6,736 +63	+0.9%	+$2.63K	﹤0.01%	1883
2024 Q4	$277K	Buy	6,673 +1,331	+25%	+$56.2K	﹤0.01%	1835
2024 Q3	$218K	Sell	5,342 -947	-15%	-$37.3K	﹤0.01%	1960
2024 Q2	$235K	Buy	6,289 +310	+5%	+$11.4K	﹤0.01%	1860
2024 Q1	$224K	Buy	5,979 +3	+0.1%	+$108	﹤0.01%	1480
2023 Q4	$213K	Sell	5,976 -150	-2%	-$5.08K	﹤0.01%	1444
2023 Q3	$202K	Sell	6,126 -85	-1%	-$2.92K	﹤0.01%	1429
2023 Q2	$213K	Buy	6,211 +173	+3%	+$5.92K	﹤0.01%	1374
2023 Q1	$209K	Buy	+6,038	New	+$213K	﹤0.01%	1351

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's SMMV Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.06% in Q2 2025, buying an estimated $165 and bringing the position to 6,740 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Avantax Advisory Services first reported a position in SMMV in Q1 2023 and has held it in 10 quarters since. 124 funds tracked by Wall St. Rank hold SMMV as of Q2 2025.

Avantax Advisory Services held 6,740 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $283K as of Q2 2025.
Avantax Advisory Services bought 4 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2025, an estimated $165.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1960 holding.
Avantax Advisory Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2023 and has held it in 10 quarters since.
124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.