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

Brickley 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
2026
Q2 		$5.61M Sell
121,953
-5,234
-4% -$234K 0.81% 20
2026
Q1 		$5.55M Buy
127,187
+85
+0.1% +$3.79K 0.95% 16
2025
Q4 		$5.51M Buy
127,102
+71
+0.1% +$3.05K 0.93% 16
2025
Q3 		$5.47M Sell
127,031
-907
-0.7% -$38.5K 0.95% 16
2025
Q2 		$5.37M Sell
127,938
-22
-0% -$909 1.05% 16
2025
Q1 		$5.3M Buy
127,960
+1
+0% +$42 1.1% 16
2024
Q4 		$5.31M Hold
127,959
– – 1.08% 16
2024
Q3 		$5.22M Buy
127,959
+1,115
+0.9% +$43.9K 1.07% 16
2024
Q2 		$4.73M Hold
126,844
– – 1.04% 16
2024
Q1 		$4.75M Buy
126,844
+19
+0% +$685 1.09% 16
2023
Q4 		$4.53M Sell
126,825
-187
-0.1% -$6.33K 1.09% 16
2023
Q3 		$4.2M Sell
127,012
-1,546
-1% -$53.1K 1.12% 16
2023
Q2 		$4.41M Buy
128,558
+50
+0% +$1.71K 1.11% 17
2023
Q1 		$4.46M Buy
128,508
+43
+0% +$1.52K 1.22% 16
2022
Q4 		$4.44M Sell
128,465
-443
-0.3% -$15.2K 1.32% 15
2022
Q3 		$4.11M Buy
128,908
+57
+0% +$1.99K 1.35% 15
2022
Q2 		$4.39M Sell
128,851
-7,056
-5% -$248K 1.36% 15
2022
Q1 		$5.05M Sell
135,907
-1,325
-1% -$48.6K 1.35% 16
2021
Q4 		$5.36M Sell
137,232
-982
-0.7% -$37.6K 1.14% 18
2021
Q3 		$5.13M Sell
138,214
-2,393
-2% -$90.7K 1.29% 18
2021
Q2 		$5.35M Buy
140,607
+19
+0% +$720 1.35% 18
2021
Q1 		$5.18M Buy
140,588
+60
+0% +$2.17K 1.39% 17
2020
Q4 		$4.76M Buy
140,528
+4,136
+3% +$131K 1.31% 18
2020
Q3 		$4.13M Buy
136,392
+11,037
+9% +$330K 1.15% 18
2020
Q2 		$3.63M Buy
125,355
+9,298
+8% +$259K 1.22% 17
2020
Q1 		$3M Buy
116,057
+101,094
+676% +$3.31M 1.25% 19
2019
Q4 		$531K Buy
14,963
+646
+5% +$22.5K 0.19% 28
2019
Q3 		$492K Buy
+14,317
New +$488K 0.2% 28

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brickley Wealth Management's SMMV Position: Q2 2026 in Review

Brickley Wealth Management reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 4.1% in Q2 2026, selling an estimated $234K and leaving 121,953 shares worth $5.61M. The position accounts for 0.81% of the portfolio, ranked #20.

Brickley Wealth Management first reported a position in SMMV in Q3 2019 and has held it in 28 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Brickley Wealth Management held 121,953 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $5.61M as of Q2 2026.
  • Brickley Wealth Management sold 5,234 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $234K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.81% of Brickley Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Brickley Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2019 and has held it in 28 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.