Corient Private Wealth’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Corient Private Wealth’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	$568K	Buy	12,345 +2	+0%	+$89	﹤0.01%	2138
2026 Q1	$538K	Buy	12,343 +3,300	+36%	+$147K	﹤0.01%	1995
2025 Q4	$392K	Buy	+9,043	New	+$388K	﹤0.01%	2000
2025 Q3	–	Sell	-9,043	Closed	-$380K	–	2672
2025 Q2	$380K	Hold	9,043	–	–	﹤0.01%	1859
2025 Q1	$375K	Hold	9,043	–	–	﹤0.01%	1740
2024 Q4	$375K	Sell	9,043 -915	-9%	-$38.6K	﹤0.01%	1778
2024 Q3	$406K	Sell	9,958 -149	-1%	-$5.86K	﹤0.01%	1855
2024 Q2	$377K	Buy	+10,107	New	+$373K	﹤0.01%	1785

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

Corient Private Wealth's SMMV Position: Q2 2026 in Review

Corient Private Wealth increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.02% in Q2 2026, buying an estimated $89 and bringing the position to 12,345 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Corient Private Wealth first reported a position in SMMV in Q2 2024 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Corient Private Wealth held 12,345 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $568K as of Q2 2026.
Corient Private Wealth bought 2 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $89.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2138 holding.
Corient Private Wealth first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2024 and has held it in 8 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 Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.