Northwestern Mutual Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Northwestern Mutual Wealth Management’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	$246K	Buy	5,340 +1	+0%	+$45	﹤0.01%	1914
2026 Q1	$233K	Buy	5,339 +215	+4%	+$9.58K	﹤0.01%	1836
2025 Q4	$222K	Sell	5,124 -877	-15%	-$37.6K	﹤0.01%	1820
2025 Q3	$258K	Buy	6,001 +1	+0%	+$42	﹤0.01%	1695
2025 Q2	$252K	Buy	6,000 +1,158	+24%	+$47.8K	﹤0.01%	1640
2025 Q1	$201K	Sell	4,842 -20	-0.4%	-$834	﹤0.01%	1663
2024 Q4	$202K	Sell	4,862 -852	-15%	-$36K	﹤0.01%	1651
2024 Q3	$233K	Sell	5,714 -98	-2%	-$3.85K	﹤0.01%	1573
2024 Q2	$217K	Buy	5,812 +162	+3%	+$5.97K	﹤0.01%	1535
2024 Q1	$212K	Buy	5,650 +334	+6%	+$12K	﹤0.01%	1536
2023 Q4	$190K	Sell	5,316 -10,459	-66%	-$354K	﹤0.01%	1527
2023 Q3	$521K	Buy	15,775 +30	+0.2%	+$1.03K	﹤0.01%	1139
2023 Q2	$540K	Sell	15,745 -280	-2%	-$9.58K	﹤0.01%	1131
2023 Q1	$556K	Buy	16,025 +185	+1%	+$6.54K	﹤0.01%	1087
2022 Q4	$548K	Buy	15,840 +8,555	+117%	+$294K	﹤0.01%	1070
2022 Q3	$232K	Sell	7,285 -1,092	-13%	-$38.1K	﹤0.01%	1346
2022 Q2	$285K	Buy	8,377 +263	+3%	+$9.24K	﹤0.01%	1276
2022 Q1	$302K	Sell	8,114 -3,121	-28%	-$114K	﹤0.01%	1276
2021 Q4	$439K	Buy	11,235 +348	+3%	+$13.3K	﹤0.01%	1132
2021 Q3	$404K	Buy	10,887 +2,932	+37%	+$111K	﹤0.01%	1075
2021 Q2	$302K	Sell	7,955 -778	-9%	-$29.5K	﹤0.01%	1164
2021 Q1	$322K	Sell	8,733 -1,253	-13%	-$45.3K	﹤0.01%	1068
2020 Q4	$338K	Sell	9,986 -1,509	-13%	-$47.9K	﹤0.01%	961
2020 Q3	$336K	Sell	11,495 -18,486	-62%	-$552K	﹤0.01%	863
2020 Q2	$869K	Sell	29,981 -18,343	-38%	-$512K	﹤0.01%	565
2020 Q1	$1.25M	Buy	+48,324	New	+$1.58M	﹤0.01%	441
2019 Q3	–	Sell	-296	Closed	-$10K	–	2665
2019 Q2	$10K	Buy	+296	New	+$9.71K	﹤0.01%	1957

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

Northwestern Mutual Wealth Management's SMMV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 0.02% in Q2 2026, buying an estimated $45 and bringing the position to 5,340 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Northwestern Mutual Wealth Management first reported a position in SMMV in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.25M in Q1 2020. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Northwestern Mutual Wealth Management held 5,340 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $246K as of Q2 2026.
Northwestern Mutual Wealth Management bought 1 iShares MSCI USA Small-Cap Min Vol Factor ETF share in Q2 2026, an estimated $45.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1914 holding.
Northwestern Mutual Wealth Management first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2019 and has held it in 27 quarters since.
Northwestern Mutual Wealth Management's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.25M in Q1 2020.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.