Global Retirement Partners’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Global Retirement Partners’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	$10.4K	Buy	+226	New	+$10.1K	﹤0.01%	3369
2025 Q4	$37.2K	Sell	858 -249	-22%	-$10.7K	﹤0.01%	2528
2025 Q3	$47.7K	Sell	1,107 -46	-4%	-$1.95K	﹤0.01%	1918
2025 Q2	$48.4K	Buy	+1,153	New	+$47.6K	﹤0.01%	1788
2024 Q4	$47.8K	Hold	1,152	–	–	﹤0.01%	1636
2024 Q3	$47K	Hold	1,152	–	–	﹤0.01%	1589
2024 Q2	$43K	Hold	1,152	–	–	﹤0.01%	1619
2024 Q1	$43.1K	Buy	1,152 +1	+0.1%	+$36	﹤0.01%	1471
2023 Q4	$40.6K	Hold	1,151	–	–	﹤0.01%	1453
2023 Q3	$37.6K	Hold	1,151	–	–	﹤0.01%	1400
2023 Q2	$39.5K	Hold	1,151	–	–	﹤0.01%	1381
2023 Q1	$39.2K	Buy	+1,151	New	+$40.7K	﹤0.01%	1341
2020 Q3	–	Sell	-1,012	Closed	-$29K	–	1709
2020 Q2	$29K	Buy	1,012 +401	+66%	+$11.2K	﹤0.01%	785
2020 Q1	$16K	Sell	611 -3,655	-86%	-$120K	﹤0.01%	877
2019 Q4	$151K	Buy	4,266 +30	+0.7%	+$1.04K	0.02%	421
2019 Q3	$145K	Buy	4,236 +2,470	+140%	+$84.2K	0.02%	419
2019 Q2	$59K	Buy	+1,766	New	+$57.9K	0.01%	579

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

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

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

BWM

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

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Global Retirement Partners's SMMV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026: 226 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #3369 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SMMV as recently as Q4 2025.

Global Retirement Partners first reported a position in SMMV in Q2 2019 and has held it in 17 quarters since. The position peaked at $151K in Q4 2019. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Global Retirement Partners held 226 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $10.4K as of Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF was a new Global Retirement Partners position in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3369 holding.
Global Retirement Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2019 and has held it in 17 quarters since.
Global Retirement Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $151K in Q4 2019.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.