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

MML Investors 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 		$672K Buy
14,605
+840
+6% +$37.5K ﹤0.01% 2261
2026
Q1 		$600K Sell
13,765
-1,334
-9% -$59.4K ﹤0.01% 2111
2025
Q4 		$654K Buy
15,099
+827
+6% +$35.5K ﹤0.01% 2078
2025
Q3 		$614K Buy
14,272
+16
+0.1% +$679 ﹤0.01% 2032
2025
Q2 		$599K Buy
14,256
+5,063
+55% +$209K ﹤0.01% 1976
2025
Q1 		$381K Sell
9,193
-1,002
-10% -$41.8K ﹤0.01% 2170
2024
Q4 		$423K Sell
10,195
-2,351
-19% -$99.3K ﹤0.01% 2023
2024
Q3 		$512K Sell
12,546
-15,411
-55% -$606K ﹤0.01% 1841
2024
Q2 		$1.04M Sell
27,957
-56,912
-67% -$2.1M ﹤0.01% 1375
2024
Q1 		$3.18M Buy
84,869
+3,005
+4% +$108K 0.01% 843
2023
Q4 		$2.92M Buy
81,864
+1,894
+2% +$64.1K 0.01% 832
2023
Q3 		$2.64M Sell
79,970
-10,796
-12% -$370K 0.01% 780
2023
Q2 		$3.11M Buy
90,766
+9,979
+12% +$341K 0.02% 713
2023
Q1 		$2.8M Sell
80,787
-13,175
-14% -$465K 0.02% 657
2022
Q4 		$3.25M Buy
93,962
+3,567
+4% +$123K 0.02% 640
2022
Q3 		$2.88M Sell
90,395
-121
-0.1% -$4.22K 0.02% 611
2022
Q2 		$3.08M Sell
90,516
-4,030
-4% -$142K 0.02% 586
2022
Q1 		$3.52M Buy
94,546
+6,703
+8% +$246K 0.02% 571
2021
Q4 		$3.43M Sell
87,843
-2,298
-3% -$88K 0.02% 558
2021
Q3 		$3.34M Sell
90,141
-9,074
-9% -$344K 0.03% 545
2021
Q2 		$3.77M Sell
99,215
-55,559
-36% -$2.1M 0.03% 478
2021
Q1 		$5.7M Sell
154,774
-39,799
-20% -$1.44M 0.05% 334
2020
Q4 		$6.59M Buy
194,573
+1,559
+0.8% +$49.5K 0.07% 268
2020
Q3 		$5.64M Buy
193,014
+12,459
+7% +$372K 0.07% 258
2020
Q2 		$5.23M Buy
180,555
+48,199
+36% +$1.34M 0.07% 255
2020
Q1 		$3.42M Buy
132,356
+224
+0.2% +$7.33K 0.06% 285
2019
Q4 		$4.69M Buy
132,132
+8,101
+7% +$282K 0.07% 271
2019
Q3 		$4.26M Buy
124,031
+8,474
+7% +$289K 0.07% 268
2019
Q2 		$3.85M Buy
115,557
+11,271
+11% +$370K 0.06% 304
2019
Q1 		$3.36M Buy
104,286
+23,689
+29% +$741K 0.05% 323
2018
Q4 		$2.34M Buy
80,597
+29,270
+57% +$903K 0.04% 373
2018
Q3 		$1.68M Buy
+51,327
New +$1.66M 0.03% 505

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
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

MML Investors Services's SMMV Position: Q2 2026 in Review

MML Investors Services increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 6.1% in Q2 2026, buying an estimated $37.5K and bringing the position to 14,605 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

MML Investors Services first reported a position in SMMV in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.59M in Q4 2020. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • MML Investors Services held 14,605 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $672K as of Q2 2026.
  • MML Investors Services bought 840 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $37.5K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2261 holding.
  • MML Investors Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2018 and has held it in 32 quarters since.
  • MML Investors Services's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $6.59M in Q4 2020.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.