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

NewEdge 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	$475K	Buy	10,314 +400	+4%	+$17.9K	﹤0.01%	2183
2026 Q1	$432K	Sell	9,914 -633	-6%	-$28.2K	﹤0.01%	2100
2025 Q4	$457K	Sell	10,547 -1,094	-9%	-$46.9K	﹤0.01%	2038
2025 Q3	$501K	Sell	11,641 -3,752	-24%	-$159K	﹤0.01%	1806
2025 Q2	$647K	Sell	15,393 -4,279	-22%	-$177K	﹤0.01%	1548
2025 Q1	$815K	Sell	19,672 -9,366	-32%	-$391K	﹤0.01%	1297
2024 Q4	$1.2M	Sell	29,038 -7,912	-21%	-$334K	0.01%	1075
2024 Q3	$1.51M	Sell	36,950 -3,497	-9%	-$138K	0.01%	922
2024 Q2	$1.51M	Buy	40,447 +33,780	+507%	+$1.25M	0.01%	882
2024 Q1	$250K	Buy	6,667 +6,548	+5,503%	+$236K	﹤0.01%	1723
2023 Q4	$4.25K	Sell	119 -7,152	-98%	-$242K	﹤0.01%	3164
2023 Q3	$240K	Buy	7,271 +7,152	+6,010%	+$245K	﹤0.01%	1547
2023 Q2	$4.08K	Hold	119	–	–	﹤0.01%	2878
2023 Q1	$4.13K	Sell	119 -2,011	-94%	-$71K	﹤0.01%	2844
2022 Q4	$69.6K	Buy	+2,130	New	+$73.2K	﹤0.01%	1588

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

NewEdge Advisors's SMMV Position: Q2 2026 in Review

NewEdge Advisors increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 4% in Q2 2026, buying an estimated $17.9K and bringing the position to 10,314 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

NewEdge Advisors first reported a position in SMMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q2 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

NewEdge Advisors held 10,314 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $475K as of Q2 2026.
NewEdge Advisors bought 400 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $17.9K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2183 holding.
NewEdge Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.51M in Q2 2024.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.