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BFC Planning, Inc.’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

BFC Planning, Inc.’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 		$877K Sell
19,058
-374
-2% -$16.7K 0.04% 435
2026
Q1 		$848K Buy
19,432
+1,339
+7% +$59.7K 0.04% 410
2025
Q4 		$784K Buy
+18,093
New +$776K 0.03% 428

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Brickley Wealth Management
Brickley Wealth Management San Mateo, California $719M AUM 18.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

BFC Planning, Inc.'s SMMV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 1.9% in Q2 2026, selling an estimated $16.7K and leaving 19,058 shares worth $877K. The position accounts for 0.04% of the portfolio, ranked #435.

BFC Planning, Inc. first reported a position in SMMV in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • BFC Planning, Inc. held 19,058 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $877K as of Q2 2026.
  • BFC Planning, Inc. sold 374 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $16.7K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #435 holding.
  • BFC Planning, Inc. first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.