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 Q3	–	Sell	-172	Closed	-$8K	–	1729
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

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CX Institutional's SMMV Position: Q3 2026 in Review

CX Institutional sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2026, closing a stake of 172 shares — an estimated $8K sold.

CX Institutional first reported a position in SMMV in Q1 2019 and held it in 15 quarters. The position peaked at $5.59M in Q4 2019. 9 funds tracked by Wall St. Rank hold SMMV as of Q3 2026.

CX Institutional reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 172 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2026, an estimated $8K.
CX Institutional first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and held it in 15 quarters.
CX Institutional's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $5.59M in Q4 2019.
9 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.