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

EverSource 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	$8.56K	Sell	186 -186	-50%	-$8.31K	﹤0.01%	2989
2026 Q1	$16.2K	Buy	372 +186	+100%	+$8.29K	﹤0.01%	2635
2025 Q4	$8.06K	Sell	186 -1	-0.5%	-$43	﹤0.01%	2907
2025 Q3	$8.05K	Hold	187	–	–	﹤0.01%	2937
2025 Q2	$7.86K	Sell	187 -232	-55%	-$9.59K	﹤0.01%	2962
2025 Q1	$17.4K	Sell	419 -932	-69%	-$38.9K	﹤0.01%	1767
2024 Q4	$56K	Buy	1,351 +6	+0.4%	+$253	﹤0.01%	1141
2024 Q3	$54.9K	Buy	1,345 +7	+0.5%	+$275	﹤0.01%	1026
2024 Q2	$53.5K	Buy	1,338 +3	+0.2%	+$111	﹤0.01%	1055
2024 Q1	$48.2K	Buy	1,335 +4	+0.3%	+$144	﹤0.01%	997
2023 Q4	$47.5K	Buy	1,331 +1,144	+612%	+$38.7K	﹤0.01%	921
2023 Q3	$6.18K	Buy	+187	New	+$6.42K	﹤0.01%	1620

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

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

EverSource Wealth Advisors reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 50% in Q2 2026, selling an estimated $8.31K and leaving 186 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

EverSource Wealth Advisors first reported a position in SMMV in Q3 2023 and has held it in 12 quarters since. The position peaked at $56K in Q4 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

EverSource Wealth Advisors held 186 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $8.56K as of Q2 2026.
EverSource Wealth Advisors sold 186 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $8.31K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2989 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $56K in Q4 2024.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.