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

Transamerica Financial 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	$539	Hold	11	–	–	﹤0.01%	1673
2026 Q1	$511	Sell	11 -1	-8%	-$45	﹤0.01%	1482
2025 Q4	$508	Hold	12	–	–	﹤0.01%	1366
2025 Q3	$505	Hold	12	–	–	﹤0.01%	1294
2025 Q2	$493	Hold	12	–	–	﹤0.01%	438
2025 Q1	$1K	Hold	12	–	–	﹤0.01%	542
2024 Q4	$1K	Sell	12 -26	-68%	-$1.1K	﹤0.01%	536
2024 Q3	$2K	Sell	38 -74	-66%	-$2.91K	﹤0.01%	412
2024 Q2	$5K	Hold	112	–	–	﹤0.01%	348
2024 Q1	$5K	Sell	112 -112	-50%	-$4.04K	﹤0.01%	380
2023 Q4	$8K	Sell	224 -49,924	-100%	-$1.69M	﹤0.01%	322
2023 Q3	$1.66M	Buy	50,148 +10,903	+28%	+$374K	0.22%	78
2023 Q2	$1.35M	Sell	39,245 -61,723	-61%	-$2.11M	0.17%	105
2023 Q1	$3.5M	Buy	100,968 +37,864	+60%	+$1.34M	0.46%	37
2022 Q4	$2.18M	Buy	63,104 +497	+0.8%	+$17.1K	0.31%	56
2022 Q3	$2M	Buy	62,607 +62,606	+6,260,600%	+$2.18M	0.29%	60
2022 Q2	$1K	Buy	+1	New	+$35	﹤0.01%	603

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

Transamerica Financial Advisors's SMMV Position: Q2 2026 in Review

Transamerica Financial Advisors held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q2 2026 at 11 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Transamerica Financial Advisors first reported a position in SMMV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.5M in Q1 2023. 122 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Transamerica Financial Advisors held 11 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $539 as of Q2 2026.
Transamerica Financial Advisors 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 Transamerica Financial Advisors's portfolio in Q2 2026, its #1673 holding.
Transamerica Financial Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2022 and has held it in 17 quarters since.
Transamerica Financial Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $3.5M in Q1 2023.
122 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.