Focus Partners Advisor Solutions’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Focus Partners Advisor Solutions’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	$217K	Sell	4,711 -334	-7%	-$14.9K	﹤0.01%	1142
2026 Q1	$220K	Buy	5,045 +292	+6%	+$13K	﹤0.01%	1118
2025 Q4	$206K	Sell	4,753 -3,610	-43%	-$155K	﹤0.01%	1019
2025 Q3	$356K	Buy	8,363 +3,048	+57%	+$129K	﹤0.01%	845
2025 Q2	$223K	Sell	5,315 -117	-2%	-$4.83K	﹤0.01%	986
2025 Q1	$225K	Buy	+5,432	New	+$227K	﹤0.01%	868
2024 Q4	–	Sell	-7,358	Closed	-$300K	–	862
2024 Q3	$300K	Sell	7,358 -79	-1%	-$3.11K	0.01%	574
2024 Q2	$277K	Sell	7,437 -18	-0.2%	-$664	0.01%	506
2024 Q1	$279K	Buy	7,455 +346	+5%	+$12.5K	0.01%	485
2023 Q4	$254K	Sell	7,109 -397	-5%	-$13.4K	0.01%	356
2023 Q3	$248K	Buy	7,506 +182	+2%	+$6.25K	0.01%	380
2023 Q2	$251K	Buy	+7,324	New	+$251K	0.01%	323

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

Focus Partners Advisor Solutions's SMMV Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 6.6% in Q2 2026, selling an estimated $14.9K and leaving 4,711 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Focus Partners Advisor Solutions first reported a position in SMMV in Q2 2023 and has held it in 12 quarters since. The position peaked at $356K in Q3 2025. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Focus Partners Advisor Solutions held 4,711 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $217K as of Q2 2026.
Focus Partners Advisor Solutions sold 334 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $14.9K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1142 holding.
Focus Partners Advisor Solutions first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2023 and has held it in 12 quarters since.
Focus Partners Advisor Solutions's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $356K in Q3 2025.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.