AWM
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AE Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

AE Wealth Management’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
Q2 		$120K Sell
1,593
-87
-5% -$6.26K ﹤0.01% 1861
2026
Q1 		$109K Sell
1,680
-66
-4% -$4.38K ﹤0.01% 1775
2025
Q4 		$112K Sell
1,746
-32
-2% -$2.06K ﹤0.01% 1669
2025
Q3 		$113K Sell
1,778
-76
-4% -$4.81K ﹤0.01% 1531
2025
Q2 		$116K Sell
1,854
-55
-3% -$3.31K ﹤0.01% 1444
2025
Q1 		$111K Buy
1,909
+114
+6% +$6.65K ﹤0.01% 1412
2024
Q4 		$104K Buy
+1,795
New +$108K ﹤0.01% 1412
2024
Q1 		– Sell
-9,584
Closed -$524K – 1373
2023
Q4 		$524K Sell
9,584
-12,663
-57% -$679K ﹤0.01% 1408
2023
Q3 		$1.19M Buy
22,247
+7,133
+47% +$391K 0.01% 1030
2023
Q2 		$831K Sell
15,114
-3,305
-18% -$183K 0.01% 1157
2023
Q1 		$1.01M Sell
18,419
-389,935
-95% -$21.1M 0.01% 1041
2022
Q4 		$21.7M Buy
408,354
+59,217
+17% +$3.1M 0.16% 160
2022
Q3 		$17.7M Buy
349,137
+75,243
+27% +$4.11M 0.14% 156
2022
Q2 		$15.2M Buy
+273,894
New +$15.8M 0.12% 187
2021
Q2 		– Sell
-4,463
Closed -$282K – 1608
2021
Q1 		$282K Sell
4,463
-53,752
-92% -$3.4M ﹤0.01% 1277
2020
Q4 		$3.56M Buy
58,215
+3,842
+7% +$224K 0.04% 340
2020
Q3 		$3M Sell
54,373
-303,194
-85% -$16.7M 0.04% 331
2020
Q2 		$18.6M Buy
357,567
+332,720
+1,339% +$16.8M 0.29% 86
2020
Q1 		$1.17M Buy
24,847
+14,662
+144% +$791K 0.03% 442
2019
Q4 		$597K Buy
10,185
+4,413
+76% +$256K 0.01% 679
2019
Q3 		$330K Buy
5,772
+1,680
+41% +$96.6K 0.01% 747
2019
Q2 		$241K Buy
4,092
+208
+5% +$12.1K 0.01% 836
2019
Q1 		$230K Buy
+3,884
New +$227K 0.02% 557

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AE Wealth Management's EEMV Position: Q2 2026 in Review

AE Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 5.2% in Q2 2026, selling an estimated $6.26K and leaving 1,593 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

AE Wealth Management first reported a position in EEMV in Q1 2019 and has held it in 23 quarters since. The position peaked at $21.7M in Q4 2022. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • AE Wealth Management held 1,593 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $120K as of Q2 2026.
  • AE Wealth Management sold 87 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $6.26K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1861 holding.
  • AE Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2019 and has held it in 23 quarters since.
  • AE Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $21.7M in Q4 2022.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.