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Atria Wealth Solutions’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-6,980
Closed -$407K – 1575
2025
Q1 		$407K Buy
6,980
+1,640
+31% +$95.7K ﹤0.01% 1301
2024
Q4 		$310K Sell
5,340
-100
-2% -$6.04K ﹤0.01% 1527
2024
Q3 		$341K Sell
5,440
-19
-0.3% -$1.13K ﹤0.01% 1438
2024
Q2 		$312K Sell
5,459
-60
-1% -$3.4K ﹤0.01% 1481
2024
Q1 		$312K Buy
5,519
+208
+4% +$11.6K ﹤0.01% 1532
2023
Q4 		$295K Buy
5,311
+217
+4% +$11.6K ﹤0.01% 1514
2023
Q3 		$272K Sell
5,094
-7,778
-60% -$427K ﹤0.01% 1478
2023
Q2 		$708K Sell
12,872
-1,345
-9% -$74.4K 0.01% 1001
2023
Q1 		$776K Sell
14,217
-310,392
-96% -$16.8M 0.01% 911
2022
Q4 		$17.2M Buy
324,609
+58,701
+22% +$3.07M 0.28% 85
2022
Q3 		$13.5M Buy
265,908
+41,041
+18% +$2.24M 0.23% 97
2022
Q2 		$12.5M Buy
224,867
+217,546
+2,972% +$12.6M 0.23% 99
2022
Q1 		$447K Buy
+7,321
New +$454K 0.01% 1129

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's EEMV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2025, closing a stake of 6,980 shares — an estimated $407K sold.

Atria Wealth Solutions first reported a position in EEMV in Q1 2022 and held it in 13 quarters. The position peaked at $17.2M in Q4 2022. 340 funds tracked by Wall St. Rank hold EEMV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,980 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2025, an estimated $407K.
  • Atria Wealth Solutions first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $17.2M in Q4 2022.
  • 340 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.