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

Bank of Montreal’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 Q4	–	Sell	-1,793	Closed	-$77.2K	–	3813
2025 Q3	$77.2K	Hold	1,793	–	–	﹤0.01%	3032
2025 Q2	$75.3K	Hold	1,793	–	–	﹤0.01%	3058
2025 Q1	$74.3K	Buy	1,793 +37	+2%	+$1.54K	﹤0.01%	2988
2024 Q4	$72.8K	Hold	1,756	–	–	﹤0.01%	3029
2024 Q3	$71.3K	Buy	+1,756	New	+$69.1K	﹤0.01%	3334
2023 Q2	–	Sell	-40	Closed	-$1.39K	–	4267
2023 Q1	$1.39K	Hold	40	–	–	﹤0.01%	3722
2022 Q4	$1.39K	Hold	40	–	–	﹤0.01%	3896
2022 Q3	$1	Buy	+40	New	+$1.4K	﹤0.01%	4018

Other funds holding SMMV

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of Montreal's SMMV Position: Q4 2025 in Review

Bank of Montreal sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2025, closing a stake of 1,793 shares — an estimated $77.2K sold.

Bank of Montreal first reported a position in SMMV in Q3 2022 and held it in 8 quarters. The position peaked at $77.2K in Q3 2025. 121 funds tracked by Wall St. Rank hold SMMV as of Q4 2025.

Bank of Montreal reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Bank of Montreal sold 1,793 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2025, an estimated $77.2K.
Bank of Montreal first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2022 and held it in 8 quarters.
Bank of Montreal's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $77.2K in Q3 2025.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.