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

Sachetta’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	$3.31K	Hold	72	–	–	﹤0.01%	751
2026 Q1	$3.12K	Buy	72 +14	+24%	+$624	﹤0.01%	792
2025 Q4	$2.52K	Hold	58	–	–	﹤0.01%	706
2025 Q3	$2.5K	Hold	58	–	–	﹤0.01%	763
2025 Q2	$2.42K	Buy	58 +1	+2%	+$41	﹤0.01%	757
2025 Q1	$2.38K	Hold	57	–	–	﹤0.01%	748
2024 Q4	$2.37K	Hold	57	–	–	﹤0.01%	779
2024 Q3	$2.32K	Buy	57 +1	+2%	+$39	﹤0.01%	834
2024 Q2	$2.25K	Buy	56 +17	+44%	+$627	﹤0.01%	794
2024 Q1	$1.4K	Hold	39	–	–	﹤0.01%	817
2023 Q4	$1.4K	Buy	+39	New	+$1.32K	﹤0.01%	817

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

Sachetta's SMMV Position: Q2 2026 in Review

Sachetta held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 72 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Sachetta first reported a position in SMMV in Q4 2023 and has held it in 11 quarters since. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Sachetta held 72 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $3.31K as of Q2 2026.
Sachetta left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #751 holding.
Sachetta first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.