Joel Adams & Associates’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Joel Adams & Associates’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	-5,378	Closed	-$226K	–	66
2025 Q2	$226K	Sell	5,378 -5,856	-52%	-$242K	0.2%	58
2025 Q1	$466K	Sell	11,234 -5,607	-33%	-$234K	0.42%	33
2024 Q4	$698K	Buy	+16,841	New	+$711K	0.63%	27

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

Joel Adams & Associates's SMMV Position: Q3 2025 in Review

Joel Adams & Associates sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2025, closing a stake of 5,378 shares — an estimated $226K sold.

Joel Adams & Associates first reported a position in SMMV in Q4 2024 and held it in 3 quarters. The position peaked at $698K in Q4 2024. 121 funds tracked by Wall St. Rank hold SMMV as of Q3 2025.

Joel Adams & Associates reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Joel Adams & Associates sold 5,378 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2025, an estimated $226K.
Joel Adams & Associates first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2024 and held it in 3 quarters.
Joel Adams & Associates's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $698K in Q4 2024.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2025.

Based on Joel Adams & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.