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 Q2	$262K	Buy	5,694 +170	+3%	+$7.59K	0.02%	559
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 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

Clear Creek Financial Management's SMMV Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 3.1% in Q2 2026, buying an estimated $7.59K and bringing the position to 5,694 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #559.

Clear Creek Financial Management first reported a position in SMMV in Q1 2020 and has held it in 10 quarters since. The position peaked at $8.89M in Q4 2020. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Clear Creek Financial Management held 5,694 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $262K as of Q2 2026.
Clear Creek Financial Management bought 170 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $7.59K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #559 holding.
Clear Creek Financial Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and has held it in 10 quarters since.
Clear Creek Financial Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $8.89M in Q4 2020.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.