Millstone Evans Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Millstone Evans Group’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	-136	Closed	-$5.86K	–	872
2025 Q3	$5.86K	Hold	136	–	–	﹤0.01%	611
2025 Q2	$5.71K	Sell	136 -295	-68%	-$12.2K	﹤0.01%	576
2025 Q1	$17.8K	Buy	431 +2	+0.5%	+$83	0.01%	454
2024 Q4	$17.8K	Buy	+429	New	+$18.1K	0.01%	434

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

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

Millstone Evans Group's SMMV Position: Q4 2025 in Review

Millstone Evans Group sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2025, closing a stake of 136 shares — an estimated $5.86K sold.

Millstone Evans Group first reported a position in SMMV in Q4 2024 and held it in 4 quarters. The position peaked at $17.8K in Q1 2025. 121 funds tracked by Wall St. Rank hold SMMV as of Q4 2025.

Millstone Evans Group reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Millstone Evans Group sold 136 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2025, an estimated $5.86K.
Millstone Evans Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2024 and held it in 4 quarters.
Millstone Evans Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $17.8K in Q1 2025.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2025.

Based on Millstone Evans Group's 13F filing for Q4 2025, filed 2 Feb 2026.