Evergreen Capital Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Evergreen Capital Management’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	$206K	Buy	+4,480	New	+$200K	﹤0.01%	1446
2024 Q3	–	Sell	-16,680	Closed	-$622K	–	1059
2024 Q2	$622K	Hold	16,680	–	–	0.02%	413
2024 Q1	$625K	Hold	16,680	–	–	0.02%	388
2023 Q4	$595K	Hold	16,680	–	–	0.02%	379
2023 Q3	$554K	Hold	16,680	–	–	0.02%	365
2023 Q2	$572K	Hold	16,680	–	–	0.02%	366
2023 Q1	$578K	Buy	16,680 +50	+0.3%	+$1.77K	0.03%	352
2022 Q4	$575K	Hold	16,630	–	–	0.03%	348
2022 Q3	$531K	Hold	16,630	–	–	0.03%	335
2022 Q2	$567K	Hold	16,630	–	–	0.03%	312
2022 Q1	$618K	Buy	16,630 +105	+0.6%	+$3.85K	0.03%	342
2021 Q4	$646K	Hold	16,525	–	–	0.03%	339
2021 Q3	$613K	Hold	16,525	–	–	0.03%	333
2021 Q2	$629K	Hold	16,525	–	–	0.03%	309
2021 Q1	$609K	Hold	16,525	–	–	0.03%	301
2020 Q4	$560K	Buy	16,525 +125	+0.8%	+$3.97K	0.03%	275
2020 Q3	$479K	Hold	16,400	–	–	0.03%	268
2020 Q2	$475K	Buy	+16,400	New	+$458K	0.04%	245

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

Evergreen Capital Management's SMMV Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026: 4,480 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1446 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in SMMV as recently as Q2 2024.

Evergreen Capital Management first reported a position in SMMV in Q2 2020 and has held it in 18 quarters since. The position peaked at $646K in Q4 2021. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Evergreen Capital Management held 4,480 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $206K as of Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Evergreen Capital Management position in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1446 holding.
Evergreen Capital Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2020 and has held it in 18 quarters since.
Evergreen Capital Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $646K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.