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

Aries 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 		$515K Sell
6,844
-43
-0.6% -$3.1K 0.1% 149
2026
Q1 		$446K Hold
6,887
– – 0.1% 159
2025
Q4 		$441K Sell
6,887
-280
-4% -$18.1K 0.1% 158
2025
Q3 		$457K Hold
7,167
– – 0.11% 150
2025
Q2 		$450K Sell
7,167
-4,711
-40% -$283K 0.12% 148
2025
Q1 		$693K Sell
11,878
-377
-3% -$22K 0.19% 113
2024
Q4 		$711K Sell
12,255
-356
-3% -$21.5K 0.2% 112
2024
Q3 		$791K Buy
12,611
+673
+6% +$39.9K 0.22% 102
2024
Q2 		$683K Buy
11,938
+646
+6% +$36.6K 0.22% 104
2024
Q1 		$639K Buy
11,292
+869
+8% +$48.4K 0.21% 107
2023
Q4 		$579K Buy
10,423
+273
+3% +$14.6K 0.21% 108
2023
Q3 		$539K Buy
10,150
+202
+2% +$11.1K 0.21% 109
2023
Q2 		$547K Buy
9,948
+727
+8% +$40.2K 0.21% 107
2023
Q1 		$503K Sell
9,221
-74
-0.8% -$4.01K 0.21% 114
2022
Q4 		$493K Buy
9,295
+2,598
+39% +$136K 0.21% 111
2022
Q3 		$336K Buy
6,697
+663
+11% +$36.2K 0.15% 130
2022
Q2 		$334K Buy
+6,034
New +$348K 0.15% 121
2022
Q1 		– Sell
-5,341
Closed -$336K – 115
2021
Q4 		$336K Hold
5,341
– – 0.13% 138
2021
Q3 		$335K Hold
5,341
– – 0.14% 133
2021
Q2 		$343K Buy
5,341
+125
+2% +$7.98K 0.15% 130
2021
Q1 		$328K Buy
5,216
+212
+4% +$13.4K 0.15% 126
2020
Q4 		$317K Buy
5,004
+1,373
+38% +$80.1K 0.16% 117
2020
Q3 		$200K Buy
+3,631
New +$200K 0.11% 141

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

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

Aries Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.62% in Q2 2026, selling an estimated $3.1K and leaving 6,844 shares worth $515K. The position accounts for 0.1% of the portfolio, ranked #149.

Aries Wealth Management first reported a position in EEMV in Q3 2020 and has held it in 23 quarters since. The position peaked at $791K in Q3 2024. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Aries Wealth Management held 6,844 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $515K as of Q2 2026.
  • Aries Wealth Management sold 43 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $3.1K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.1% of Aries Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Aries Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2020 and has held it in 23 quarters since.
  • Aries Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $791K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.