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

Concurrent Investment 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	$560K	Buy	12,157 +1,900	+19%	+$84.9K	﹤0.01%	1335
2026 Q1	$447K	Sell	10,257 -131	-1%	-$5.84K	﹤0.01%	1274
2025 Q4	$450K	Buy	10,388 +518	+5%	+$22.2K	0.01%	1195
2025 Q3	$425K	Buy	9,870 +19	+0.2%	+$806	0.01%	985
2025 Q2	$414K	Buy	9,851 +496	+5%	+$20.5K	0.01%	920
2025 Q1	$388K	Sell	9,355 -76	-0.8%	-$3.17K	0.01%	823
2024 Q4	$391K	Buy	9,431 +2,086	+28%	+$88.1K	0.01%	744
2024 Q3	$300K	Sell	7,345 -247	-3%	-$9.72K	0.01%	782
2024 Q2	$283K	Buy	7,592 +572	+8%	+$21.1K	0.01%	755
2024 Q1	$263K	Sell	7,020 -102	-1%	-$3.68K	0.01%	713
2023 Q4	$254K	Buy	+7,122	New	+$241K	0.01%	705

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

Concurrent Investment Advisors's SMMV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 19% in Q2 2026, buying an estimated $84.9K and bringing the position to 12,157 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Concurrent Investment Advisors first reported a position in SMMV in Q4 2023 and has held it in 11 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Concurrent Investment Advisors held 12,157 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $560K as of Q2 2026.
Concurrent Investment Advisors bought 1,900 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $84.9K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1335 holding.
Concurrent Investment Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.