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

StoneX 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	-6,512	Closed	-$284K	–	1207
2025 Q4	$284K	Sell	6,512 -632	-9%	-$27.1K	0.01%	724
2025 Q3	$308K	Buy	7,144 +1,155	+19%	+$49K	0.01%	687
2025 Q2	$252K	Sell	5,989 -657	-10%	-$27.1K	0.01%	711
2025 Q1	$275K	Sell	6,646 -691	-9%	-$28.8K	0.02%	671
2024 Q4	$304K	Sell	7,337 -1,675	-19%	-$70.7K	0.02%	597
2024 Q3	$368K	Buy	9,012 +2,512	+39%	+$98.8K	0.03%	413
2024 Q2	$242K	Sell	6,500 -83	-1%	-$3.06K	0.02%	524
2024 Q1	$247K	Buy	+6,583	New	+$237K	0.02%	479

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

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

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

StoneX Group's SMMV Position: Q1 2026 in Review

StoneX Group sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2026, closing a stake of 6,512 shares — an estimated $284K sold.

StoneX Group first reported a position in SMMV in Q1 2024 and held it in 8 quarters. The position peaked at $368K in Q3 2024. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

StoneX Group reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 6,512 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2026, an estimated $284K.
StoneX Group first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2024 and held it in 8 quarters.
StoneX Group's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $368K in Q3 2024.
120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.