Future Financial Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Future Financial Wealth 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 Q2	–	Sell	-1	Closed	-$41	–	458
2025 Q1	$41	Hold	1	–	–	﹤0.01%	445
2024 Q4	$41	Hold	1	–	–	﹤0.01%	444
2024 Q3	$41	Buy	+1	New	+$39	﹤0.01%	466
2024 Q2	–	Sell	-1	Closed	-$37	–	408
2024 Q1	$37	Buy	+1	New	+$36	﹤0.01%	501
2023 Q2	–	Sell	-44,997	Closed	-$1.56M	–	119
2023 Q1	$1.56M	Buy	44,997 +11,440	+34%	+$404K	1.72%	16
2022 Q4	$1.16M	Sell	33,557 -519	-2%	-$17.8K	1.32%	23
2022 Q3	$1.16M	Buy	+34,076	New	+$1.19M	1.34%	21

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Future Financial Wealth Management's SMMV Position: Q2 2025 in Review

Future Financial Wealth Management sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2025, closing a stake of 1 share — an estimated $41 sold.

Future Financial Wealth Management first reported a position in SMMV in Q3 2022 and held it in 7 quarters. The position peaked at $1.56M in Q1 2023. 124 funds tracked by Wall St. Rank hold SMMV as of Q2 2025.

Future Financial Wealth Management reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1 iShares MSCI USA Small-Cap Min Vol Factor ETF share in Q2 2025, an estimated $41.
Future Financial Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2022 and held it in 7 quarters.
Future Financial Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.56M in Q1 2023.
124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2025.

Based on Future Financial Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.