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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $376B AUM 19.32% 1-Year Est. Return