Wealth Enhancement Advisory Services’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Wealth Enhancement Advisory Services’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	$237K	Sell	5,108 -200	-4%	-$8.94K	﹤0.01%	3434
2026 Q1	$235K	Buy	+5,308	New	+$237K	﹤0.01%	2999
2024 Q3	–	Sell	-114,430	Closed	-$4.27M	–	2906
2024 Q2	$4.27M	Buy	114,430 +102,242	+839%	+$3.77M	0.01%	728
2024 Q1	$456K	Sell	12,188 -1,921	-14%	-$69.2K	﹤0.01%	1637
2023 Q4	$504K	Sell	14,109 -4,479	-24%	-$152K	﹤0.01%	1503
2023 Q3	$614K	Buy	18,588 +9,355	+101%	+$321K	﹤0.01%	1318
2023 Q2	$317K	Sell	9,233 -8,866	-49%	-$303K	﹤0.01%	427
2023 Q1	$628K	Buy	18,099 +255	+1%	+$9.01K	0.01%	366
2022 Q4	$634K	Sell	17,844 -867	-5%	-$29.8K	0.01%	260
2022 Q3	$600K	Buy	18,711 +10,478	+127%	+$366K	0.01%	266
2022 Q2	$285K	Buy	+8,233	New	+$289K	﹤0.01%	304

Other funds holding SMMV

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMMV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) stake by 3.8% in Q2 2026, selling an estimated $8.94K and leaving 5,108 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Wealth Enhancement Advisory Services first reported a position in SMMV in Q2 2022 and has held it in 11 quarters since. The position peaked at $4.27M in Q2 2024. 20 funds tracked by Wall St. Rank hold SMMV as of Q2 2026.

Wealth Enhancement Advisory Services held 5,108 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $237K as of Q2 2026.
Wealth Enhancement Advisory Services sold 200 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q2 2026, an estimated $8.94K.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3434 holding.
Wealth Enhancement Advisory Services first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2022 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $4.27M in Q2 2024.
20 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.