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Beacon Pointe Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Beacon Pointe Advisors’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
Q2 		$2.99M Buy
65,006
+161
+0.2% +$7.19K 0.01% 644
2026
Q1 		$2.83M Sell
64,845
-2,442
-4% -$109K 0.02% 634
2025
Q4 		$2.92M Sell
67,287
-586
-0.9% -$25.1K 0.02% 511
2025
Q3 		$2.92M Buy
67,873
+7,131
+12% +$303K 0.02% 464
2025
Q2 		$2.55M Sell
60,742
-1,136
-2% -$46.9K 0.03% 436
2025
Q1 		$2.56M Sell
61,878
-3,800
-6% -$159K 0.03% 414
2024
Q4 		$2.72M Sell
65,678
-11,483
-15% -$485K 0.03% 393
2024
Q3 		$3.15M Sell
77,161
-767
-1% -$30.2K 0.04% 381
2024
Q2 		$2.91M Sell
77,928
-1,334
-2% -$49.2K 0.03% 403
2024
Q1 		$2.97M Sell
79,262
-13,009
-14% -$469K 0.03% 406
2023
Q4 		$3.29M Sell
92,271
-11,568
-11% -$392K 0.04% 375
2023
Q3 		$3.43M Sell
103,839
-8,092
-7% -$278K 0.04% 345
2023
Q2 		$3.84M Sell
111,931
-18,027
-14% -$617K 0.06% 260
2023
Q1 		$4.51M Sell
129,958
-6,921
-5% -$244K 0.08% 227
2022
Q4 		$4.74M Sell
136,879
-32
-0% -$1.1K 0.09% 201
2022
Q3 		$4.37M Buy
136,911
+2,840
+2% +$99.1K 0.1% 186
2022
Q2 		$4.57M Sell
134,071
-7,720
-5% -$271K 0.1% 194
2022
Q1 		$5.27M Sell
141,791
-86,552
-38% -$3.18M 0.07% 246
2021
Q4 		$8.93M Buy
228,343
+2,593
+1% +$99.3K 0.23% 94
2021
Q3 		$8.37M Buy
225,750
+198,848
+739% +$7.54M 0.21% 117
2021
Q2 		$1.02M Buy
+26,902
New +$1.02M 0.04% 336

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $369B AUM 28.27% 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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $171B AUM 24.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Beacon Pointe Advisors's SMMV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.25% in Q2 2026, buying an estimated $7.19K and bringing the position to 65,006 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #644.

Beacon Pointe Advisors first reported a position in SMMV in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.93M in Q4 2021. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Beacon Pointe Advisors held 65,006 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $2.99M as of Q2 2026.
  • Beacon Pointe Advisors bought 161 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $7.19K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #644 holding.
  • Beacon Pointe Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $8.93M in Q4 2021.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.