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

Heritage 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
Q2 		– Sell
-48
Closed -$2K – 587
2025
Q1 		$2K Buy
+48
New +$2K ﹤0.01% 505

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Heritage Wealth Advisors's SMMV Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2025, closing a stake of 48 shares — an estimated $2K sold.

Heritage Wealth Advisors first reported a position in SMMV in Q1 2025 and held it in 1 quarter. The position peaked at $2K in Q1 2025. 124 funds tracked by Wall St. Rank hold SMMV as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 48 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2025, an estimated $2K.
  • Heritage Wealth Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $2K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.