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

Clearstead Advisors’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	$11.1K	Hold	242	–	–	﹤0.01%	1944
2026 Q1	$10.6K	Hold	242	–	–	﹤0.01%	1576
2025 Q4	$10.5K	Hold	242	–	–	﹤0.01%	1870
2025 Q3	$10.4K	Hold	242	–	–	﹤0.01%	1919
2025 Q2	$10.2K	Hold	242	–	–	﹤0.01%	1887
2025 Q1	$10K	Hold	242	–	–	﹤0.01%	1602
2024 Q4	$10K	Hold	242	–	–	﹤0.01%	1565
2024 Q3	$9.88K	Hold	242	–	–	﹤0.01%	1580
2024 Q2	$9.03K	Hold	242	–	–	﹤0.01%	1561
2024 Q1	$9.05K	Hold	242	–	–	﹤0.01%	1069
2023 Q4	$8.64K	Hold	242	–	–	﹤0.01%	1084
2023 Q3	$8K	Hold	242	–	–	﹤0.01%	1030
2023 Q2	$8.3K	Hold	242	–	–	﹤0.01%	1005
2023 Q1	$8.4K	Sell	242 -381	-61%	-$13.5K	﹤0.01%	971
2022 Q4	$21.6K	Hold	623	–	–	﹤0.01%	783
2022 Q3	$20K	Hold	623	–	–	﹤0.01%	774
2022 Q2	$21K	Hold	623	–	–	﹤0.01%	794
2022 Q1	$23K	Buy	623 +1	+0.2%	+$37	﹤0.01%	837
2021 Q4	$24K	Buy	622 +241	+63%	+$9.22K	﹤0.01%	787
2021 Q3	$14K	Buy	+381	New	+$14.4K	﹤0.01%	893

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

Clearstead Advisors's SMMV Position: Q2 2026 in Review

Clearstead Advisors held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 242 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Clearstead Advisors first reported a position in SMMV in Q3 2021 and has held it in 20 quarters since. The position peaked at $24K in Q4 2021. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Clearstead Advisors held 242 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $11.1K as of Q2 2026.
Clearstead Advisors left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1944 holding.
Clearstead Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2021 and has held it in 20 quarters since.
Clearstead Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $24K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.