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

Axxcess 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
-21,736
Closed -$901K – 924
2024
Q4 		$901K Sell
21,736
-917
-4% -$38.7K 0.02% 422
2024
Q3 		$924K Sell
22,653
-976
-4% -$38.4K 0.02% 403
2024
Q2 		$881K Sell
23,629
-842
-3% -$31K 0.02% 405
2024
Q1 		$916K Sell
24,471
-2,692
-10% -$97K 0.03% 393
2023
Q4 		$969K Sell
27,163
-157
-0.6% -$5.32K 0.03% 361
2023
Q3 		$903K Sell
27,320
-145
-0.5% -$4.98K 0.03% 337
2023
Q2 		$942K Buy
27,465
+117
+0.4% +$4K 0.07% 243
2023
Q1 		$948K Buy
27,348
+7,996
+41% +$282K 0.07% 241
2022
Q4 		$670K Buy
+19,352
New +$665K 0.06% 299

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $5.49B AUM 19.47% 1-Year Est. Return