Rehmann Capital Advisory Group’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Rehmann Capital Advisory 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	$2.82M	Sell	64,673 -2,206	-3%	-$98.3K	0.15%	107
2025 Q4	$2.9M	Sell	66,879 -1,091	-2%	-$46.8K	0.15%	105
2025 Q3	$2.93M	Sell	67,970 -657	-1%	-$27.9K	0.16%	102
2025 Q2	$2.88M	Buy	68,627 +188	+0.3%	+$7.77K	0.17%	94
2025 Q1	$2.84M	Buy	68,439 +26	+0%	+$1.08K	0.18%	98
2024 Q4	$2.84M	Sell	68,413 -709	-1%	-$29.9K	0.18%	97
2024 Q3	$2.82M	Sell	69,122 -2,159	-3%	-$84.9K	0.18%	101
2024 Q2	$2.66M	Buy	71,281 +158	+0.2%	+$5.83K	0.19%	100
2024 Q1	$2.66M	Sell	71,123 -636	-0.9%	-$22.9K	0.2%	93
2023 Q4	$2.56M	Sell	71,759 -3,563	-5%	-$121K	0.21%	89
2023 Q3	$2.49M	Sell	75,322 -2,938	-4%	-$101K	0.23%	79
2023 Q2	$2.68M	Buy	78,260 +14	+0%	+$479	0.24%	81
2023 Q1	$2.71M	Sell	78,246 -3,241	-4%	-$114K	0.26%	84
2022 Q4	$2.82M	Buy	81,487 +254	+0.3%	+$8.73K	0.29%	72
2022 Q3	$2.59M	Sell	81,233 -38	-0%	-$1.33K	0.29%	68
2022 Q2	$2.77M	Sell	81,271 -1,726	-2%	-$60.7K	0.3%	64
2022 Q1	$3.09M	Sell	82,997 -1,886	-2%	-$69.2K	0.29%	67
2021 Q4	$3.32M	Sell	84,883 -3,180	-4%	-$122K	0.31%	61
2021 Q3	$3.27M	Sell	88,063 -282	-0.3%	-$10.7K	0.31%	61
2021 Q2	$3.52M	Sell	88,345 -14,876	-14%	-$563K	0.34%	57
2021 Q1	$3.8M	Sell	103,221 -725	-0.7%	-$26.2K	0.39%	52
2020 Q4	$3.52M	Sell	103,946 -1,520	-1%	-$48.2K	0.4%	48
2020 Q3	$3.08M	Sell	105,466 -2,602	-2%	-$77.8K	0.39%	53
2020 Q2	$3.13M	Buy	108,068 +96,858	+864%	+$2.7M	0.43%	46
2020 Q1	$290K	Buy	+11,210	New	+$367K	0.05%	291

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

Rehmann Capital Advisory Group's SMMV Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 3.3% in Q1 2026, selling an estimated $98.3K and leaving 64,673 shares worth $2.82M. The position accounts for 0.15% of the portfolio, ranked #107.

Rehmann Capital Advisory Group first reported a position in SMMV in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.8M in Q1 2021. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

Rehmann Capital Advisory Group held 64,673 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $2.82M as of Q1 2026.
Rehmann Capital Advisory Group sold 2,206 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $98.3K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.15% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #107 holding.
Rehmann Capital Advisory Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2020 and has held it in 25 quarters since.
Rehmann Capital Advisory Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $3.8M in Q1 2021.
120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.