Bank of America
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Bank of America’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Bank of America’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
Q1 		$54.9M Buy
1,258,841
+2,696
+0.2% +$120K ﹤0.01% 1522
2025
Q4 		$54.4M Buy
1,256,145
+243
+0% +$10.4K ﹤0.01% 1497
2025
Q3 		$54.1M Sell
1,255,902
-5,806
-0.5% -$246K ﹤0.01% 1684
2025
Q2 		$53M Buy
1,261,708
+746
+0.1% +$30.8K ﹤0.01% 1659
2025
Q1 		$52.3M Buy
1,260,962
+72,303
+6% +$3.02M ﹤0.01% 1538
2024
Q4 		$49.3M Buy
1,188,659
+156,133
+15% +$6.59M ﹤0.01% 1513
2024
Q3 		$42.1M Buy
1,032,526
+9,045
+0.9% +$356K ﹤0.01% 1713
2024
Q2 		$38.2M Sell
1,023,481
-26,390
-3% -$973K ﹤0.01% 1658
2024
Q1 		$39.3M Sell
1,049,871
-27,054
-3% -$975K ﹤0.01% 1669
2023
Q4 		$38.4M Sell
1,076,925
-45,382
-4% -$1.54M ﹤0.01% 1558
2023
Q3 		$37.1M Sell
1,122,307
-338,807
-23% -$11.6M ﹤0.01% 1485
2023
Q2 		$50.1M Sell
1,461,114
-53,862
-4% -$1.84M 0.01% 1304
2023
Q1 		$52.5M Sell
1,514,976
-32,055
-2% -$1.13M 0.01% 1334
2022
Q4 		$53.5M Buy
1,547,031
+114,898
+8% +$3.95M 0.01% 1257
2022
Q3 		$45.7M Buy
1,432,133
+121,048
+9% +$4.22M 0.01% 1330
2022
Q2 		$44.7M Sell
1,311,085
-84,778
-6% -$2.98M 0.01% 1342
2022
Q1 		$51.9M Sell
1,395,863
-50,481
-3% -$1.85M 0.01% 1339
2021
Q4 		$56.5M Sell
1,446,344
-156,993
-10% -$6.01M 0.01% 1335
2021
Q3 		$59.5M Buy
1,603,337
+12,113
+0.8% +$459K 0.01% 1249
2021
Q2 		$60.5M Sell
1,591,224
-14,717
-0.9% -$557K 0.01% 1247
2021
Q1 		$59.2M Sell
1,605,941
-263,907
-14% -$9.54M 0.01% 1189
2020
Q4 		$63.4M Sell
1,869,848
-533,756
-22% -$16.9M 0.01% 1028
2020
Q3 		$70.2M Sell
2,403,604
-381,642
-14% -$11.4M 0.01% 912
2020
Q2 		$80.7M Buy
2,785,246
+630,034
+29% +$17.6M 0.01% 785
2020
Q1 		$55.7M Buy
2,155,212
+1,022,563
+90% +$33.5M 0.01% 906
2019
Q4 		$40.2M Buy
1,132,649
+668,750
+144% +$23.3M 0.01% 1320
2019
Q3 		$15.9M Buy
463,899
+55,916
+14% +$1.91M ﹤0.01% 2051
2019
Q2 		$13.6M Buy
407,983
+126,127
+45% +$4.14M ﹤0.01% 2225
2019
Q1 		$9.09M Buy
281,856
+157,867
+127% +$4.94M ﹤0.01% 2571
2018
Q4 		$3.6M Buy
123,989
+35,726
+40% +$1.1M ﹤0.01% 3313
2018
Q3 		$2.88M Buy
88,263
+310
+0.4% +$10K ﹤0.01% 3672
2018
Q2 		$2.74M Buy
87,953
+3,139
+4% +$94.6K ﹤0.01% 3715
2018
Q1 		$2.43M Buy
84,814
+35,104
+71% +$1.02M ﹤0.01% 3738
2017
Q4 		$1.45M Buy
49,710
+49,279
+11,434% +$1.42M ﹤0.01% 4213
2017
Q3 		$12K Sell
431
-3,384
-89% -$93.8K ﹤0.01% 6478
2017
Q2 		$105K Buy
3,815
+1,463
+62% +$40.1K ﹤0.01% 5596
2017
Q1 		$63K Buy
+2,352
New +$62.1K ﹤0.01% 5817

Other funds holding SMMV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
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
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Bank of America's SMMV Position: Q1 2026 in Review

Bank of America increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.21% in Q1 2026, buying an estimated $120K and bringing the position to 1,258,841 shares worth $54.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Bank of America first reported a position in SMMV in Q1 2017 and has held it in 37 quarters since. The position peaked at $80.7M in Q2 2020. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

  • Bank of America held 1,258,841 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $54.9M as of Q1 2026.
  • Bank of America bought 2,696 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $120K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1522 holding.
  • Bank of America first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2017 and has held it in 37 quarters since.
  • Bank of America's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $80.7M in Q2 2020.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.