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

Farther Finance 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	3,849 +551	+17%	+$24.6K	﹤0.01%	2337
2026 Q1	$145K	Sell	3,298 -123	-4%	-$5.48K	﹤0.01%	2249
2025 Q4	$148K	Hold	3,421	–	–	﹤0.01%	2100
2025 Q3	$147K	Buy	3,421 +3,306	+2,875%	+$140K	﹤0.01%	1796
2025 Q2	$4.83K	Buy	+115	New	+$4.75K	﹤0.01%	3370

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

Farther Finance Advisors's SMMV Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 17% in Q2 2026, buying an estimated $24.6K and bringing the position to 3,849 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Farther Finance Advisors first reported a position in SMMV in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Farther Finance Advisors held 3,849 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $177K as of Q2 2026.
Farther Finance Advisors bought 551 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $24.6K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2337 holding.
Farther Finance Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2025 and has held it in 5 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 Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.