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COMPASS FINANCIAL MANAGEMENT LLC’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$23.1K Buy
+502
New +$22.4K ﹤0.01% 865

Other funds holding SMMV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SMMV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026: 502 shares worth $23.1K. The stake represents ﹤0.01% of the portfolio and ranks #865 among its holdings.

98 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 502 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $23.1K as of Q2 2026.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #865 holding.
  • 98 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.