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

Sage Mountain Advisors’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	$1.1M	Sell	23,957 -9,123	-28%	-$408K	0.07%	93
2026 Q1	$1.44M	Hold	33,080	–	–	0.1%	78
2025 Q4	$1.43M	Hold	33,080	–	–	0.08%	129
2025 Q3	$1.42M	Hold	33,080	–	–	0.08%	123
2025 Q2	$1.39M	Hold	33,080	–	–	0.09%	107
2025 Q1	$1.37M	Hold	33,080	–	–	0.1%	91
2024 Q4	$1.37M	Hold	33,080	–	–	0.1%	89
2024 Q3	$1.35M	Hold	33,080	–	–	0.12%	90
2024 Q2	$1.23M	Hold	33,080	–	–	0.11%	84
2024 Q1	$1.24M	Hold	33,080	–	–	0.13%	80
2023 Q4	$1.18M	Buy	+33,080	New	+$1.12M	0.14%	73
2022 Q1	–	Sell	-33,080	Closed	-$1.29M	–	695
2021 Q4	$1.29M	Buy	+33,080	New	+$1.27M	0.16%	104

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

Sage Mountain Advisors's SMMV Position: Q2 2026 in Review

Sage Mountain Advisors reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 28% in Q2 2026, selling an estimated $408K and leaving 23,957 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #93.

Sage Mountain Advisors first reported a position in SMMV in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.44M in Q1 2026. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Sage Mountain Advisors held 23,957 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $1.1M as of Q2 2026.
Sage Mountain Advisors sold 9,123 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $408K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.07% of Sage Mountain Advisors's portfolio in Q2 2026, its #93 holding.
Sage Mountain Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2021 and has held it in 12 quarters since.
Sage Mountain Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.44M 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 Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.