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

COWA LLC’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
Q1 		$608K Sell
13,949
-302
-2% -$13.5K 0.16% 94
2025
Q4 		$617K Buy
14,251
+3,615
+34% +$155K 0.19% 86
2025
Q3 		$458K Buy
10,636
+1,790
+20% +$76K 0.15% 97
2025
Q2 		$372K Buy
+8,846
New +$365K 0.14% 97

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

COWA LLC's SMMV Position: Q1 2026 in Review

COWA LLC reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 2.1% in Q1 2026, selling an estimated $13.5K and leaving 13,949 shares worth $608K. The position accounts for 0.16% of the portfolio, ranked #94.

COWA LLC first reported a position in SMMV in Q2 2025 and has held it in 4 quarters since. The position peaked at $617K in Q4 2025. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

  • COWA LLC held 13,949 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $608K as of Q1 2026.
  • COWA LLC sold 302 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $13.5K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.16% of COWA LLC's portfolio in Q1 2026, its #94 holding.
  • COWA LLC first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • COWA LLC's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $617K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.