Grey Fox Wealth Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Grey Fox Wealth Advisors’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 Q4	–	Sell	-203	Closed	-$8.74K	–	525
2025 Q3	$8.74K	Buy	+203	New	+$8.62K	﹤0.01%	419

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Grey Fox Wealth Advisors's SMMV Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2025, closing a stake of 203 shares — an estimated $8.74K sold.

Grey Fox Wealth Advisors first reported a position in SMMV in Q3 2025 and held it in 1 quarter. The position peaked at $8.74K in Q3 2025. 121 funds tracked by Wall St. Rank hold SMMV as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 203 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2025, an estimated $8.74K.
Grey Fox Wealth Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $8.74K in Q3 2025.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.