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

Reyes Financial Architecture’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	–	Sell	-1,332	Closed	-$58.1K	–	364
2026 Q1	$58.1K	Hold	1,332	–	–	0.05%	167
2025 Q4	$57.7K	Hold	1,332	–	–	0.04%	171
2025 Q3	$57.3K	Hold	1,332	–	–	0.04%	168
2025 Q2	$56K	Hold	1,332	–	–	0.05%	166
2025 Q1	$55.2K	Hold	1,332	–	–	0.04%	166
2024 Q4	$55.2K	Buy	+1,332	New	+$56.3K	0.04%	154

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

Reyes Financial Architecture's SMMV Position: Q2 2026 in Review

Reyes Financial Architecture sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q2 2026, closing a stake of 1,332 shares — an estimated $58.1K sold.

Reyes Financial Architecture first reported a position in SMMV in Q4 2024 and held it in 6 quarters. The position peaked at $58.1K in Q1 2026. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Reyes Financial Architecture reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Reyes Financial Architecture sold 1,332 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $58.1K.
Reyes Financial Architecture first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2024 and held it in 6 quarters.
Reyes Financial Architecture's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $58.1K in Q1 2026.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.