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

CX Institutional’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	$8K	Sell	172 -174	-50%	-$7.77K	﹤0.01%	1333
2026 Q1	$15K	Buy	346 +2	+0.6%	+$89	﹤0.01%	1199
2025 Q4	$15K	Buy	344 +1	+0.3%	+$43	﹤0.01%	1141
2025 Q3	$15K	Buy	+343	New	+$14.6K	﹤0.01%	1141
2021 Q4	–	Sell	-60	Closed	-$2K	–	812
2021 Q3	$2K	Sell	60 -119	-66%	-$4.51K	﹤0.01%	919
2021 Q2	$7K	Hold	179	–	–	﹤0.01%	857
2021 Q1	$6K	Hold	179	–	–	﹤0.01%	794
2020 Q4	$6K	Sell	179 -33	-16%	-$1.05K	﹤0.01%	777
2020 Q3	$6K	Sell	212 -419	-66%	-$12.5K	﹤0.01%	733
2020 Q2	$18K	Sell	631 -1,655	-72%	-$46.2K	﹤0.01%	468
2020 Q1	$59K	Sell	2,286 -155,254	-99%	-$5.08M	0.01%	304
2019 Q4	$5.59M	Buy	157,540 +607	+0.4%	+$21.1K	0.98%	31
2019 Q3	$5.39M	Buy	156,933 +14,116	+10%	+$481K	0.87%	32
2019 Q2	$4.76M	Buy	142,817 +46,957	+49%	+$1.54M	0.76%	32
2019 Q1	$3.09M	Buy	+95,860	New	+$3M	0.54%	48

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

CX Institutional's SMMV Position: Q2 2026 in Review

CX Institutional reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 50% in Q2 2026, selling an estimated $7.77K and leaving 172 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

CX Institutional first reported a position in SMMV in Q1 2019 and has held it in 15 quarters since. The position peaked at $5.59M in Q4 2019. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

CX Institutional held 172 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $8K as of Q2 2026.
CX Institutional sold 174 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $7.77K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1333 holding.
CX Institutional first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and has held it in 15 quarters since.
CX Institutional's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5.59M in Q4 2019.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.