Clear Creek Financial Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Clear Creek Financial 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 Q1	$241K	Sell	5,524 -209	-4%	-$9.31K	0.02%	541
2025 Q4	$248K	Buy	+5,733	New	+$246K	0.02%	521
2022 Q1	–	Sell	-5,177	Closed	-$202K	–	374
2021 Q4	$202K	Sell	5,177 -82,680	-94%	-$3.16M	0.03%	329
2021 Q3	$3.26M	Sell	87,857 -107,525	-55%	-$4.07M	0.52%	54
2021 Q2	$7.43M	Buy	195,382 +152,962	+361%	+$5.79M	1.15%	21
2021 Q1	$1.61M	Sell	42,420 -219,919	-84%	-$7.95M	3.24%	13
2020 Q4	$8.89M	Buy	+262,339	New	+$8.33M	1.71%	12
2020 Q3	–	Sell	-118,844	Closed	-$3.44M	–	230
2020 Q2	$3.44M	Sell	118,844 -56,082	-32%	-$1.56M	0.89%	29
2020 Q1	$4.69M	Buy	+174,926	New	+$5.73M	1.78%	15

Other funds holding SMMV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return