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

MFA Wealth Services’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	$889K	Buy	19,308 +145	+0.8%	+$6.48K	0.53%	53
2026 Q1	$836K	Buy	19,163 +82	+0.4%	+$3.65K	0.55%	53
2025 Q4	$827K	Buy	19,081 +179	+0.9%	+$7.68K	0.56%	50
2025 Q3	$814K	Buy	18,902 +88	+0.5%	+$3.73K	0.56%	49
2025 Q2	$790K	Buy	18,814 +1,752	+10%	+$72.4K	0.59%	46
2025 Q1	$707K	Sell	17,062 -15	-0.1%	-$626	0.58%	44
2024 Q4	$708K	Buy	+17,077	New	+$721K	0.57%	49

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

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

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 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

MFA Wealth Services's SMMV Position: Q2 2026 in Review

MFA Wealth Services increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.76% in Q2 2026, buying an estimated $6.48K and bringing the position to 19,308 shares worth $889K. The position accounts for 0.53% of the portfolio, ranked #53.

MFA Wealth Services first reported a position in SMMV in Q4 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

MFA Wealth Services held 19,308 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $889K as of Q2 2026.
MFA Wealth Services bought 145 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $6.48K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.53% of MFA Wealth Services's portfolio in Q2 2026, its #53 holding.
MFA Wealth Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.