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

Freedom Investment 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
2025 Q3	–	Sell	-8,165	Closed	-$343K	–	611
2025 Q2	$343K	Sell	8,165 -35	-0.4%	-$1.45K	0.03%	549
2025 Q1	$340K	Sell	8,200 -631	-7%	-$26.3K	0.03%	545
2024 Q4	$366K	Sell	8,831 -441	-5%	-$18.6K	0.03%	528
2024 Q3	$378K	Sell	9,272 -614	-6%	-$24.2K	0.03%	519
2024 Q2	$369K	Sell	9,886 -2,045	-17%	-$75.4K	0.03%	508
2024 Q1	$447K	Buy	+11,931	New	+$430K	0.04%	475

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Freedom Investment Management's SMMV Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2025, closing a stake of 8,165 shares — an estimated $343K sold.

Freedom Investment Management first reported a position in SMMV in Q1 2024 and held it in 6 quarters. The position peaked at $447K in Q1 2024. 121 funds tracked by Wall St. Rank hold SMMV as of Q3 2025.

Freedom Investment Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 8,165 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2025, an estimated $343K.
Freedom Investment Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2024 and held it in 6 quarters.
Freedom Investment Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $447K in Q1 2024.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.