Morgan Stanley
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Morgan Stanley’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Morgan Stanley’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 		$426K Buy
9,254
+645
+7% +$28.8K ﹤0.01% 5622
2026
Q1 		$376K Sell
8,609
-40
-0.5% -$1.78K ﹤0.01% 5608
2025
Q4 		$375K Buy
8,649
+4
+0% +$172 ﹤0.01% 5662
2025
Q3 		$372K Sell
8,645
-3,497
-29% -$148K ﹤0.01% 5632
2025
Q2 		$510K Buy
12,142
+4,441
+58% +$183K ﹤0.01% 5451
2025
Q1 		$319K Sell
7,701
-204
-3% -$8.51K ﹤0.01% 5534
2024
Q4 		$328K Sell
7,905
-2,482
-24% -$105K ﹤0.01% 5591
2024
Q3 		$424K Buy
10,387
+1,682
+19% +$66.2K ﹤0.01% 5476
2024
Q2 		$325K Buy
8,705
+985
+13% +$36.3K ﹤0.01% 5477
2024
Q1 		$289K Buy
7,720
+954
+14% +$34.4K ﹤0.01% 5579
2023
Q4 		$242K Sell
6,766
-2,295
-25% -$77.7K ﹤0.01% 5627
2023
Q3 		$299K Sell
9,061
-939
-9% -$32.2K ﹤0.01% 5399
2023
Q2 		$343K Buy
10,000
+3,160
+46% +$108K ﹤0.01% 5405
2023
Q1 		$237K Buy
6,840
+361
+6% +$12.8K ﹤0.01% 5629
2022
Q4 		$224K Sell
6,479
-961
-13% -$33K ﹤0.01% 5619
2022
Q3 		$237K Buy
7,440
+401
+6% +$14K ﹤0.01% 5647
2022
Q2 		$240K Sell
7,039
-480
-6% -$16.9K ﹤0.01% 5799
2022
Q1 		$280K Buy
7,519
+4,388
+140% +$161K ﹤0.01% 5731
2021
Q4 		$122K Sell
3,131
-985
-24% -$37.7K ﹤0.01% 6323
2021
Q3 		$153K Buy
4,116
+762
+23% +$28.9K ﹤0.01% 6136
2021
Q2 		$128K Buy
3,354
+740
+28% +$28K ﹤0.01% 6236
2021
Q1 		$96K Sell
2,614
-1
-0% -$36 ﹤0.01% 6041
2020
Q4 		$89K Buy
2,615
+373
+17% +$11.8K ﹤0.01% 5959
2020
Q3 		$66K Buy
2,242
+408
+22% +$12.2K ﹤0.01% 5608
2020
Q2 		$53K Sell
1,834
-676
-27% -$18.9K ﹤0.01% 5660
2020
Q1 		$65K Buy
2,510
+584
+30% +$19.1K ﹤0.01% 5362
2019
Q4 		$68K Buy
1,926
+122
+7% +$4.24K ﹤0.01% 5778
2019
Q3 		$62K Hold
1,804
– – ﹤0.01% 5628
2019
Q2 		$60K Buy
1,804
+455
+34% +$14.9K ﹤0.01% 5530
2019
Q1 		$43K Hold
1,349
– – ﹤0.01% 5735
2018
Q4 		$39K Buy
+1,349
New +$41.6K ﹤0.01% 5825

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

Morgan Stanley's SMMV Position: Q2 2026 in Review

Morgan Stanley increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 7.5% in Q2 2026, buying an estimated $28.8K and bringing the position to 9,254 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #5622.

Morgan Stanley first reported a position in SMMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $510K in Q2 2025. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

  • Morgan Stanley held 9,254 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $426K as of Q2 2026.
  • Morgan Stanley bought 645 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $28.8K.
  • iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5622 holding.
  • Morgan Stanley first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Morgan Stanley's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $510K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.