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STACKSTONE WEALTH, LLC’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio EEMV Stock Details EEMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.33M Buy
+18,000
New +$1.33M 0.13% 166

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Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

STACKSTONE WEALTH, LLC's EEMV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2026: 18,000 shares worth $1.33M. The stake represents 0.13% of the portfolio and ranks #166 among its holdings.

51 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 18,000 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.33M as of Q3 2026.
  • iShares MSCI Emerging Markets Min Vol Factor ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.13% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #166 holding.
  • 51 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.