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

Mercer Global 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
2026
Q2 		$15.5M Sell
336,652
-18,891
-5% -$844K 0.02% 439
2026
Q1 		$15.5M Sell
355,543
-81,587
-19% -$3.64M 0.02% 379
2025
Q4 		$18.9M Sell
437,130
-16,539
-4% -$709K 0.03% 343
2025
Q3 		$19.5M Sell
453,669
-43,713
-9% -$1.86M 0.03% 316
2025
Q2 		$20.9M Sell
497,382
-45,950
-8% -$1.9M 0.04% 238
2025
Q1 		$22.5M Sell
543,332
-50,697
-9% -$2.12M 0.05% 203
2024
Q4 		$24.6M Sell
594,029
-165,928
-22% -$7.01M 0.06% 177
2024
Q3 		$30.9M Sell
759,957
-102,307
-12% -$4.02M 0.07% 151
2024
Q2 		$32.2M Sell
862,264
-387,040
-31% -$14.3M 0.09% 139
2024
Q1 		$46.8M Sell
1,249,304
-3,080,028
-71% -$111M 0.13% 107
2023
Q4 		$155M Buy
4,329,332
+488,954
+13% +$16.6M 0.46% 47
2023
Q3 		$127M Buy
3,840,378
+576,268
+18% +$19.8M 0.48% 44
2023
Q2 		$112M Buy
3,264,110
+602,567
+23% +$20.6M 0.44% 45
2023
Q1 		$92.3M Buy
2,661,543
+387,649
+17% +$13.7M 0.42% 45
2022
Q4 		$78.7M Buy
2,273,894
+483,818
+27% +$16.6M 0.39% 42
2022
Q3 		$57.1M Buy
1,790,076
+337,066
+23% +$11.8M 0.34% 52
2022
Q2 		$49.5M Buy
1,453,010
+267,630
+23% +$9.41M 0.3% 53
2022
Q1 		$44.1M Buy
1,185,380
+182,375
+18% +$6.69M 0.26% 61
2021
Q4 		$39.2M Buy
1,003,005
+270,036
+37% +$10.3M 0.24% 68
2021
Q3 		$27.2M Buy
732,969
+153,743
+27% +$5.83M 0.19% 85
2021
Q2 		$22M Buy
579,226
+110,032
+23% +$4.17M 0.17% 105
2021
Q1 		$17.3M Buy
469,194
+89,402
+24% +$3.23M 0.16% 107
2020
Q4 		$12.9M Buy
379,792
+97,427
+35% +$3.09M 0.16% 95
2020
Q3 		$8.25M Buy
282,365
+121,050
+75% +$3.62M 0.12% 126
2020
Q2 		$4.68M Buy
161,315
+55,443
+52% +$1.55M 0.08% 178
2020
Q1 		$2.74M Buy
105,872
+33,562
+46% +$1.1M 0.06% 256
2019
Q4 		$2.56M Buy
72,310
+30,847
+74% +$1.07M 0.05% 287
2019
Q3 		$1.42M Buy
41,463
+10,845
+35% +$370K 0.03% 386
2019
Q2 		$1.02M Buy
30,618
+2,448
+9% +$80.3K 0.03% 456
2019
Q1 		$908K Buy
+28,170
New +$882K 0.03% 436

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors's SMMV Position: Q2 2026 in Review

Mercer Global Advisors reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 5.3% in Q2 2026, selling an estimated $844K and leaving 336,652 shares worth $15.5M. The position accounts for 0.02% of the portfolio, ranked #439.

Mercer Global Advisors first reported a position in SMMV in Q1 2019 and has held it in 30 quarters since. The position peaked at $155M in Q4 2023. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Mercer Global Advisors held 336,652 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $15.5M as of Q2 2026.
  • Mercer Global Advisors sold 18,891 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $844K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #439 holding.
  • Mercer Global Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $155M in Q4 2023.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.