Opulen Financial Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Opulen Financial Group’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 Q1	$326K	Sell	7,474 -274	-4%	-$12.2K	0.23%	80
2025 Q4	$336K	Buy	7,748 +25	+0.3%	+$1.07K	0.24%	79
2025 Q3	$332K	Buy	7,723 +134	+2%	+$5.69K	0.25%	75
2025 Q2	$319K	Buy	7,589 +20	+0.3%	+$826	0.26%	73
2025 Q1	$314K	Sell	7,569 -133	-2%	-$5.55K	0.28%	68
2024 Q4	$319K	Buy	+7,702	New	+$325K	0.29%	68

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

WMR

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Opulen Financial Group's SMMV Position: Q1 2026 in Review

Opulen Financial Group reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 3.5% in Q1 2026, selling an estimated $12.2K and leaving 7,474 shares worth $326K. The position accounts for 0.23% of the portfolio, ranked #80.

Opulen Financial Group first reported a position in SMMV in Q4 2024 and has held it in 6 quarters since. The position peaked at $336K in Q4 2025. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

Opulen Financial Group held 7,474 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $326K as of Q1 2026.
Opulen Financial Group sold 274 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $12.2K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.23% of Opulen Financial Group's portfolio in Q1 2026, its #80 holding.
Opulen Financial Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2024 and has held it in 6 quarters since.
Opulen Financial Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $336K in Q4 2025.
120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.