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

Hibernia Wealth 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
2025 Q3	–	Sell	-8,936	Closed	-$375K	–	93
2025 Q2	$375K	Buy	8,936 +3,982	+80%	+$165K	0.12%	59
2025 Q1	$205K	Buy	4,954 +6	+0.1%	+$250	0.15%	43
2024 Q4	$205K	Sell	4,948 -4,934	-50%	-$208K	0.13%	52
2024 Q3	$403K	Buy	9,882 +13	+0.1%	+$511	0.12%	77
2024 Q2	$368K	Buy	+9,869	New	+$364K	0.13%	54
2023 Q4	–	Sell	-5,125	Closed	-$169K	–	287
2023 Q3	$169K	Buy	+5,125	New	+$176K	0.13%	62

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

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 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

BWM

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

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

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

Hibernia Wealth Partners's SMMV Position: Q3 2025 in Review

Hibernia Wealth Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2025, closing a stake of 8,936 shares — an estimated $375K sold.

Hibernia Wealth Partners first reported a position in SMMV in Q3 2023 and held it in 6 quarters. The position peaked at $403K in Q3 2024. 121 funds tracked by Wall St. Rank hold SMMV as of Q3 2025.

Hibernia Wealth Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Hibernia Wealth Partners sold 8,936 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2025, an estimated $375K.
Hibernia Wealth Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2023 and held it in 6 quarters.
Hibernia Wealth Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $403K in Q3 2024.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2025.

Based on Hibernia Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.