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

Avior 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 Q1	–	Sell	-21	Closed	-$870	–	2075
2024 Q4	$870	Sell	21 -228	-92%	-$9.63K	﹤0.01%	2213
2024 Q3	$10.2K	Sell	249 -388	-61%	-$15.3K	﹤0.01%	1559
2024 Q2	$23.8K	Buy	+637	New	+$23.5K	﹤0.01%	1308
2023 Q2	–	Sell	-109	Closed	-$3.78K	–	1663
2023 Q1	$3.78K	Buy	+109	New	+$3.85K	﹤0.01%	1274
2022 Q2	–	Sell	-130	Closed	-$4K	–	1210
2022 Q1	$4K	Buy	+130	New	+$4.77K	﹤0.01%	930

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

WMR

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

BWM

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Avior Wealth Management's SMMV Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2025, closing a stake of 21 shares — an estimated $870 sold.

Avior Wealth Management first reported a position in SMMV in Q1 2022 and held it in 5 quarters. The position peaked at $23.8K in Q2 2024. 121 funds tracked by Wall St. Rank hold SMMV as of Q1 2025.

Avior Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 21 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2025, an estimated $870.
Avior Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2022 and held it in 5 quarters.
Avior Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $23.8K in Q2 2024.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.