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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

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Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return