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

SageView 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 		– Sell
-1,031
Closed -$44.7K – 2138
2025
Q4 		$44.7K Buy
+1,031
New +$44.2K ﹤0.01% 1120

Other funds holding SMMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SageView Advisory Group's SMMV Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2026, closing a stake of 1,031 shares — an estimated $44.7K sold.

SageView Advisory Group first reported a position in SMMV in Q4 2025 and held it in 1 quarter. The position peaked at $44.7K in Q4 2025. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,031 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $44.7K.
  • SageView Advisory Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $44.7K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.