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

Commonwealth Equity Services’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	$7.66M	Sell	166,293 -2,833	-2%	-$127K	0.01%	1109
2026 Q1	$7.38M	Sell	169,126 -2,640	-2%	-$118K	0.01%	1091
2025 Q4	$7.44M	Sell	171,766 -4,763	-3%	-$204K	0.01%	1065
2025 Q3	$7.6M	Sell	176,529 -1,463	-0.8%	-$62.1K	0.01%	1078
2025 Q2	$7.48M	Sell	177,992 -6,979	-4%	-$288K	0.01%	1074
2025 Q1	$7.67M	Sell	184,971 -3,431	-2%	-$143K	0.01%	1020
2024 Q4	$7.81M	Sell	188,402 -3,554	-2%	-$150K	0.01%	957
2024 Q3	$7.83M	Sell	191,956 -6,413	-3%	-$252K	0.01%	958
2024 Q2	$7.4M	Sell	198,369 -20,574	-9%	-$758K	0.01%	963
2024 Q1	$8.2M	Sell	218,943 -32,956	-13%	-$1.19M	0.01%	888
2023 Q4	$8.99M	Sell	251,899 -13,295	-5%	-$450K	0.02%	785
2023 Q3	$8.77M	Sell	265,194 -16,142	-6%	-$554K	0.02%	747
2023 Q2	$9.64M	Sell	281,336 -40,281	-13%	-$1.38M	0.02%	696
2023 Q1	$11.2M	Sell	321,617 -5,775	-2%	-$204K	0.02%	612
2022 Q4	$11.3M	Sell	327,392 -15,365	-4%	-$528K	0.03%	583
2022 Q3	$10.9M	Buy	342,757 +24,792	+8%	+$865K	0.03%	544
2022 Q2	$10.8M	Sell	317,965 -27,260	-8%	-$958K	0.03%	548
2022 Q1	$12.8M	Sell	345,225 -211,031	-38%	-$7.74M	0.03%	519
2021 Q4	$21.7M	Sell	556,256 -20,242	-4%	-$775K	0.05%	347
2021 Q3	$21.4M	Sell	576,498 -11,589	-2%	-$439K	0.05%	331
2021 Q2	$22.4M	Buy	588,087 +39	+0%	+$1.48K	0.06%	327
2021 Q1	$21.7M	Sell	588,048 -116,486	-17%	-$4.21M	0.06%	300
2020 Q4	$23.9M	Sell	704,534 -217,713	-24%	-$6.91M	0.07%	258
2020 Q3	$26.9M	Buy	922,247 +7,914	+0.9%	+$237K	0.09%	217
2020 Q2	$26.5M	Buy	914,333 +280,482	+44%	+$7.83M	0.1%	206
2020 Q1	$16.4M	Buy	633,851 +254,858	+67%	+$8.34M	0.08%	243
2019 Q4	$13.4M	Buy	378,993 +151,450	+67%	+$5.27M	0.05%	334
2019 Q3	$7.81M	Buy	227,543 +142,394	+167%	+$4.85M	0.03%	456
2019 Q2	$2.84M	Buy	85,149 +58,386	+218%	+$1.92M	0.01%	790
2019 Q1	$862K	Buy	26,763 +10,549	+65%	+$330K	﹤0.01%	1401
2018 Q4	$471K	Buy	+16,214	New	+$500K	﹤0.01%	1689

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services's SMMV Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 1.7% in Q2 2026, selling an estimated $127K and leaving 166,293 shares worth $7.66M. The position accounts for 0.01% of the portfolio, ranked #1109.

Commonwealth Equity Services first reported a position in SMMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.9M in Q3 2020. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Commonwealth Equity Services held 166,293 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $7.66M as of Q2 2026.
Commonwealth Equity Services sold 2,833 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $127K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1109 holding.
Commonwealth Equity Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
Commonwealth Equity Services's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $26.9M in Q3 2020.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.