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

Citigroup’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	$319K	Buy	+6,936	New	+$310K	﹤0.01%	4114
2024 Q4	–	Sell	-1,459	Closed	-$59.5K	–	5947
2024 Q3	$59.5K	Buy	+1,459	New	+$57.4K	﹤0.01%	4968
2021 Q3	–	Sell	-51	Closed	-$2K	–	6257
2021 Q2	$2K	Buy	51 +26	+104%	+$985	﹤0.01%	5987
2021 Q1	$1K	Buy	+25	New	+$904	﹤0.01%	6116
2020 Q4	–	Sell	-247	Closed	-$7K	–	7604
2020 Q3	$7K	Sell	247 -532	-68%	-$15.9K	﹤0.01%	6851
2020 Q2	$23K	Sell	779 -268	-26%	-$7.48K	﹤0.01%	6518
2020 Q1	$27K	Buy	1,047 +332	+46%	+$10.9K	﹤0.01%	6490
2019 Q4	$25K	Hold	715	–	–	﹤0.01%	6820
2019 Q3	$25K	Buy	715 +247	+53%	+$8.42K	﹤0.01%	6587
2019 Q2	$16K	Hold	468	–	–	﹤0.01%	7166
2019 Q1	$15K	Buy	+468	New	+$14.6K	﹤0.01%	7099

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

Citigroup's SMMV Position: Q2 2026 in Review

Citigroup opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026: 6,936 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #4114 among its holdings. This is a return to the name: Citigroup previously reported a position in SMMV as recently as Q3 2024.

Citigroup first reported a position in SMMV in Q1 2019 and has held it in 11 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Citigroup held 6,936 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $319K as of Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Citigroup position in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4114 holding.
Citigroup first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and has held it in 11 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 Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.