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

ORG Partners’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 Q1	–	Sell	-528	Closed	-$21.9K	–	1575
2024 Q4	$21.9K	Buy	528 +3	+0.6%	+$127	﹤0.01%	725
2024 Q3	$21.4K	Hold	525	–	–	﹤0.01%	663
2024 Q2	$19.5K	Buy	+525	New	+$19.4K	﹤0.01%	1077
2024 Q1	–	Sell	-823	Closed	-$29.4K	–	1007
2023 Q4	$29.4K	Buy	823 +336	+69%	+$11.4K	﹤0.01%	620
2023 Q3	$16.1K	Sell	487 -1,931	-80%	-$66.3K	﹤0.01%	736
2023 Q2	$83.1K	Buy	+2,418	New	+$82.7K	0.01%	565

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

BWM

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

ORG Partners's SMMV Position: Q1 2025 in Review

ORG Partners sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2025, closing a stake of 528 shares — an estimated $21.9K sold.

ORG Partners first reported a position in SMMV in Q2 2023 and held it in 6 quarters. The position peaked at $83.1K in Q2 2023. 121 funds tracked by Wall St. Rank hold SMMV as of Q1 2025.

ORG Partners reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 528 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2025, an estimated $21.9K.
ORG Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2023 and held it in 6 quarters.
ORG Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $83.1K in Q2 2023.
121 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.