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

OneDigital Investment 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
2025 Q3	–	Sell	-5,428	Closed	-$228K	–	1535
2025 Q2	$228K	Buy	5,428 +4	+0.1%	+$165	﹤0.01%	1321
2025 Q1	$225K	Buy	5,424 +5	+0.1%	+$209	﹤0.01%	1278
2024 Q4	$225K	Buy	5,419 +6	+0.1%	+$253	﹤0.01%	1278
2024 Q3	$221K	Buy	5,413 +6	+0.1%	+$236	﹤0.01%	1314
2024 Q2	$202K	Buy	5,407 +13	+0.2%	+$479	﹤0.01%	1301
2024 Q1	$202K	Sell	5,394 -705	-12%	-$25.4K	﹤0.01%	1041
2023 Q4	$218K	Sell	6,099 -4,879	-44%	-$165K	﹤0.01%	1028
2023 Q3	$363K	Sell	10,978 -31	-0.3%	-$1.06K	0.01%	742
2023 Q2	$377K	Sell	11,009 -178	-2%	-$6.09K	0.01%	732
2023 Q1	$388K	Buy	11,187 +8	+0.1%	+$283	0.01%	697
2022 Q4	$387K	Sell	11,179 -41	-0.4%	-$1.41K	0.01%	587
2022 Q3	$358K	Buy	11,220 +35	+0.3%	+$1.22K	0.01%	550
2022 Q2	$381K	Buy	11,185 +32	+0.3%	+$1.13K	0.02%	500
2022 Q1	$415K	Sell	11,153 -283	-2%	-$10.4K	0.02%	499
2021 Q4	$447K	Buy	11,436 +2,835	+33%	+$109K	0.02%	481
2021 Q3	$319K	Buy	+8,601	New	+$326K	0.01%	557

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

OneDigital Investment Advisors's SMMV Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q3 2025, closing a stake of 5,428 shares — an estimated $228K sold.

OneDigital Investment Advisors first reported a position in SMMV in Q3 2021 and held it in 16 quarters. The position peaked at $447K in Q4 2021. 121 funds tracked by Wall St. Rank hold SMMV as of Q3 2025.

OneDigital Investment Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 5,428 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q3 2025, an estimated $228K.
OneDigital Investment Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2021 and held it in 16 quarters.
OneDigital Investment Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $447K in Q4 2021.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.