William Blair & Company’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

William Blair & Company’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	$13.8K	Hold	317	–	–	﹤0.01%	1813
2025 Q4	$13.7K	Hold	317	–	–	﹤0.01%	1760
2025 Q3	$13.6K	Hold	317	–	–	﹤0.01%	1744
2025 Q2	$13.3K	Hold	317	–	–	﹤0.01%	1709
2025 Q1	$13.1K	Hold	317	–	–	﹤0.01%	1696
2024 Q4	$13.1K	Hold	317	–	–	﹤0.01%	1715
2024 Q3	$12.9K	Hold	317	–	–	﹤0.01%	1734
2024 Q2	$11.8K	Hold	317	–	–	﹤0.01%	1734
2024 Q1	$11.9K	Hold	317	–	–	﹤0.01%	1709
2023 Q4	$11.3K	Buy	+317	New	+$10.7K	﹤0.01%	1699
2022 Q2	–	Sell	-2	Closed	–	–	1928
2022 Q1	$0	Buy	+2	New	+$73	﹤0.01%	1995

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

William Blair & Company's SMMV Position: Q1 2026 in Review

William Blair & Company held its iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) position steady in Q1 2026 at 317 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

William Blair & Company first reported a position in SMMV in Q1 2022 and has held it in 11 quarters since. 120 funds tracked by Wall St. Rank hold SMMV as of Q1 2026.

William Blair & Company held 317 shares of iShares MSCI USA Small-Cap Min Vol Factor ETF worth $13.8K as of Q1 2026.
William Blair & Company left its iShares MSCI USA Small-Cap Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Small-Cap Min Vol Factor ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1813 holding.
William Blair & Company first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q1 2022 and has held it in 11 quarters since.
120 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.