First Citizens Bank & Trust’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

First Citizens Bank & Trust’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	$300K	Sell	6,512 -500	-7%	-$22.3K	﹤0.01%	558
2026 Q1	$306K	Hold	7,012	–	–	0.01%	544
2025 Q4	$304K	Hold	7,012	–	–	0.01%	548
2025 Q3	$302K	Hold	7,012	–	–	0.01%	539
2025 Q2	$295K	Hold	7,012	–	–	0.01%	534
2025 Q1	$291K	Hold	7,012	–	–	0.01%	386
2024 Q4	$291K	Hold	7,012	–	–	0.01%	396
2024 Q3	$286K	Hold	7,012	–	–	0.01%	378
2024 Q2	$262K	Hold	7,012	–	–	﹤0.01%	387
2024 Q1	$263K	Hold	7,012	–	–	0.01%	388
2023 Q4	$250K	Hold	7,012	–	–	﹤0.01%	315
2023 Q3	$232K	Hold	7,012	–	–	﹤0.01%	313
2023 Q2	$240K	Buy	+7,012	New	+$240K	﹤0.01%	315

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

First Citizens Bank & Trust's SMMV Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 7.1% in Q2 2026, selling an estimated $22.3K and leaving 6,512 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

First Citizens Bank & Trust first reported a position in SMMV in Q2 2023 and has held it in 13 quarters since. The position peaked at $306K in Q1 2026. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

First Citizens Bank & Trust held 6,512 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $300K as of Q2 2026.
First Citizens Bank & Trust sold 500 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $22.3K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #558 holding.
First Citizens Bank & Trust first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
First Citizens Bank & Trust's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $306K in Q1 2026.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.