Apella Capital’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Apella Capital’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	$3.36M	Sell	46,045 -1,737	-4%	-$125K	0.05%	208
2026 Q1	$3.38M	Sell	47,782 -5,971	-11%	-$396K	0.05%	205
2025 Q4	$3.44M	Sell	53,753 -6,583	-11%	-$425K	0.07%	159
2025 Q3	$3.91M	Sell	60,336 -9,528	-14%	-$603K	0.09%	137
2025 Q2	$4.4M	Sell	69,864 -11,762	-14%	-$708K	0.12%	117
2025 Q1	$4.61M	Sell	81,626 -25,890	-24%	-$1.51M	0.16%	94
2024 Q4	$6.23M	Sell	107,516 -18,333	-15%	-$1.11M	0.24%	67
2024 Q3	$7.94M	Buy	125,849 +178	+0.1%	+$10.5K	0.33%	51
2024 Q2	$7.29M	Buy	125,671 +700	+0.6%	+$39.7K	0.33%	51
2024 Q1	$7.13M	Sell	124,971 -4,840	-4%	-$270K	0.36%	51
2023 Q4	$7.15M	Sell	129,811 -11,326	-8%	-$607K	0.4%	51
2023 Q3	$7.53M	Sell	141,137 -351	-0.2%	-$19.3K	0.53%	42
2023 Q2	$7.78M	Buy	+141,488	New	+$7.82M	0.55%	42
2022 Q4	$6.74M	Buy	127,049 +13,964	+12%	+$730K	0.61%	42
2022 Q3	$5.73M	Buy	113,085 +7,792	+7%	+$426K	0.67%	38
2022 Q2	$5.84M	Buy	105,293 +5,158	+5%	+$298K	0.7%	33
2022 Q1	$6.11M	Buy	100,135 +19,605	+24%	+$1.22M	0.86%	32
2021 Q4	$5.06M	Buy	80,530 +27,052	+51%	+$1.7M	0.65%	35
2021 Q3	$3.35M	Buy	53,478 +17,201	+47%	+$1.08M	0.48%	45
2021 Q2	$2.33M	Buy	36,277 +11,093	+44%	+$708K	0.38%	55
2021 Q1	$1.59M	Buy	25,184 +4,231	+20%	+$267K	0.5%	43
2020 Q4	$1.28M	Buy	20,953 +1,728	+9%	+$101K	0.45%	51
2020 Q3	$1.06M	Buy	19,225 +2,523	+15%	+$139K	0.43%	54
2020 Q2	$868K	Buy	16,702 +6,280	+60%	+$318K	0.4%	56
2020 Q1	$489K	Buy	+10,422	New	+$562K	0.29%	66

Other funds holding EEMV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Apella Capital's EEMV Position: Q2 2026 in Review

Apella Capital reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 3.6% in Q2 2026, selling an estimated $125K and leaving 46,045 shares worth $3.36M. The position accounts for 0.05% of the portfolio, ranked #208.

Apella Capital first reported a position in EEMV in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.94M in Q3 2024. 145 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Apella Capital held 46,045 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $3.36M as of Q2 2026.
Apella Capital sold 1,737 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $125K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.05% of Apella Capital's portfolio in Q2 2026, its #208 holding.
Apella Capital first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2020 and has held it in 25 quarters since.
Apella Capital's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.94M in Q3 2024.
145 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.