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

Alterna 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
2025
Q4 		– Sell
-5,718
Closed -$365K – 103
2025
Q3 		$365K Sell
5,718
-74
-1% -$4.68K 0.3% 70
2025
Q2 		$364K Buy
5,792
+324
+6% +$19.5K 0.29% 68
2025
Q1 		$319K Sell
5,468
-55
-1% -$3.21K 0.24% 71
2024
Q4 		$320K Sell
5,523
-459
-8% -$27.7K 0.27% 69
2024
Q3 		$375K Buy
5,982
+364
+6% +$21.6K 0.34% 62
2024
Q2 		$321K Buy
5,618
+686
+14% +$38.9K 0.28% 77
2024
Q1 		$279K Buy
4,932
+248
+5% +$13.8K 0.23% 75
2023
Q4 		$260K Buy
+4,684
New +$251K 0.31% 62
2023
Q1 		– Sell
-10,071
Closed -$534K – 114
2022
Q4 		$534K Buy
10,071
+257
+3% +$13.4K 0.6% 38
2022
Q3 		$498K Sell
9,814
-153
-2% -$8.36K 0.59% 36
2022
Q2 		$552K Buy
+9,967
New +$576K 0.56% 37
2020
Q4 		$914K Buy
+14,960
New +$873K 1.15% 30
2020
Q3 		– Sell
-9,872
Closed -$513K – 99
2020
Q2 		$513K Sell
9,872
-55,797
-85% -$2.82M 0.61% 36
2020
Q1 		$3.08M Buy
65,669
+26,272
+67% +$1.42M 4.46% 4
2019
Q4 		$2.31M Buy
39,397
+1,462
+4% +$84.9K 2.57% 8
2019
Q3 		$2.17M Buy
37,935
+3,574
+10% +$205K 2.56% 8
2019
Q2 		$2.02M Buy
34,361
+1,292
+4% +$75.5K 2.43% 10
2019
Q1 		$1.96M Buy
+33,069
New +$1.93M 1.66% 19

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alterna Wealth Management's EEMV Position: Q4 2025 in Review

Alterna Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2025, closing a stake of 5,718 shares — an estimated $365K sold.

Alterna Wealth Management first reported a position in EEMV in Q1 2019 and held it in 18 quarters. The position peaked at $3.08M in Q1 2020. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2025.

  • Alterna Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 5,718 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2025, an estimated $365K.
  • Alterna Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2019 and held it in 18 quarters.
  • Alterna Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.08M in Q1 2020.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2025.

Based on Alterna Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.