Cetera Investment Advisers’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Cetera Investment Advisers’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	$684K	Buy	14,849 +2,196	+17%	+$98.1K	﹤0.01%	3399
2026 Q1	$552K	Buy	12,653 +477	+4%	+$21.3K	﹤0.01%	3416
2025 Q4	$528K	Buy	12,176 +479	+4%	+$20.5K	﹤0.01%	3388
2025 Q3	$504K	Buy	11,697 +4,917	+73%	+$209K	﹤0.01%	3379
2025 Q2	$285K	Buy	6,780 +735	+12%	+$30.4K	﹤0.01%	3441
2025 Q1	$251K	Sell	6,045 -372	-6%	-$15.5K	﹤0.01%	3424
2024 Q4	$266K	Buy	6,417 +1,454	+29%	+$61.4K	﹤0.01%	3205
2024 Q3	$202K	Sell	4,963 -655	-12%	-$25.8K	﹤0.01%	3373
2024 Q2	$210K	Sell	5,618 -123	-2%	-$4.53K	﹤0.01%	3328
2024 Q1	$215K	Buy	+5,741	New	+$207K	﹤0.01%	3307

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 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

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 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

Cetera Investment Advisers's SMMV Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 17% in Q2 2026, buying an estimated $98.1K and bringing the position to 14,849 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #3399.

Cetera Investment Advisers first reported a position in SMMV in Q1 2024 and has held it in 10 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Cetera Investment Advisers held 14,849 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $684K as of Q2 2026.
Cetera Investment Advisers bought 2,196 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $98.1K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3399 holding.
Cetera Investment Advisers first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2024 and has held it in 10 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.