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

Sagespring Wealth 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
2026 Q2	$2.96M	Sell	64,384 -1,922	-3%	-$85.9K	0.05%	175
2026 Q1	$2.89M	Sell	66,306 -4,922	-7%	-$219K	0.05%	162
2025 Q4	$3.09M	Sell	71,228 -10,694	-13%	-$459K	0.06%	150
2025 Q3	$3.53M	Sell	81,922 -4,189	-5%	-$178K	0.07%	139
2025 Q2	$3.62M	Sell	86,111 -6,680	-7%	-$276K	0.08%	129
2025 Q1	$3.85M	Sell	92,791 -14,767	-14%	-$616K	0.1%	109
2024 Q4	$4.46M	Buy	+107,558	New	+$4.54M	0.12%	86

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

Sagespring Wealth Partners's SMMV Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 2.9% in Q2 2026, selling an estimated $85.9K and leaving 64,384 shares worth $2.96M. The position accounts for 0.05% of the portfolio, ranked #175.

Sagespring Wealth Partners first reported a position in SMMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.46M in Q4 2024. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Sagespring Wealth Partners held 64,384 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $2.96M as of Q2 2026.
Sagespring Wealth Partners sold 1,922 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $85.9K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up 0.05% of Sagespring Wealth Partners's portfolio in Q2 2026, its #175 holding.
Sagespring Wealth Partners first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $4.46M in Q4 2024.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.