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

EP Wealth Advisors’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	$177K	Buy	+3,845	New	+$172K	﹤0.01%	1543
2025 Q2	$133K	Sell	3,177 -130	-4%	-$5.37K	﹤0.01%	1342
2025 Q1	$137K	Buy	+3,307	New	+$138K	﹤0.01%	1207

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

EP Wealth Advisors's SMMV Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026: 3,845 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #1543 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SMMV as recently as Q2 2025.

EP Wealth Advisors first reported a position in SMMV in Q1 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

EP Wealth Advisors held 3,845 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $177K as of Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF was a new EP Wealth Advisors position in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1543 holding.
EP Wealth Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2025 and has held it in 3 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.