CI
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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

BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return