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International Assets Investment Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

International Assets Investment Management’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 		$26.3K Hold
570
– – ﹤0.01% 1523
2026
Q1 		$25K Buy
570
+1
+0.2% +$45 ﹤0.01% 1435
2025
Q4 		$24.7K Buy
+569
New +$24.4K ﹤0.01% 1418
2024
Q3 		– Sell
-952
Closed -$35.5K – 2533
2024
Q2 		$35.5K Buy
+952
New +$35.1K ﹤0.01% 1294

Other funds holding SMMV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

International Assets Investment Management's SMMV Position: Q2 2026 in Review

International Assets Investment Management held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 570 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

International Assets Investment Management first reported a position in SMMV in Q2 2024 and has held it in 4 quarters since. The position peaked at $35.5K in Q2 2024. 90 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • International Assets Investment Management held 570 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $26.3K as of Q2 2026.
  • International Assets Investment Management left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1523 holding.
  • International Assets Investment Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $35.5K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.