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HRT Financial’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

HRT Financial’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
-12,218
Closed -$525K – 3968
2025
Q3 		$525K Buy
+12,218
New +$519K ﹤0.01% 1867

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
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
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
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HRT Financial's SMMV Position: Q4 2025 in Review

HRT Financial sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2025, closing a stake of 12,218 shares — an estimated $525K sold.

HRT Financial first reported a position in SMMV in Q3 2025 and held it in 1 quarter. The position peaked at $525K in Q3 2025. 121 funds tracked by Wall St. Rank hold SMMV as of Q4 2025.

  • HRT Financial reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 12,218 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2025, an estimated $525K.
  • HRT Financial first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2025 and held it in 1 quarter.
  • HRT Financial's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $525K 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 HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.