Avantax Advisory Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Avantax Advisory Services’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	$6.73M	Buy	107,207 +5,684	+6%	+$342K	0.04%	358
2025 Q1	$5.92M	Buy	101,523 +14,997	+17%	+$875K	0.04%	369
2024 Q4	$5.02M	Buy	86,526 +8,447	+11%	+$510K	0.03%	400
2024 Q3	$4.9M	Buy	78,079 +5,981	+8%	+$354K	0.03%	398
2024 Q2	$4.12M	Buy	72,098 +16,799	+30%	+$952K	0.03%	428
2024 Q1	$3.13M	Buy	55,299 +1,074	+2%	+$59.9K	0.03%	420
2023 Q4	$3.01M	Sell	54,225 -84,914	-61%	-$4.55M	0.03%	398
2023 Q3	$7.42M	Sell	139,139 -106,732	-43%	-$5.86M	0.08%	191
2023 Q2	$13.5M	Sell	245,871 -3,260	-1%	-$180K	0.15%	109
2023 Q1	$13.6M	Sell	249,131 -55,707	-18%	-$3.02M	0.17%	102
2022 Q4	$16.2M	Buy	304,838 +112,617	+59%	+$5.89M	0.22%	76
2022 Q3	$9.74M	Buy	192,221 +27,323	+17%	+$1.49M	0.15%	105
2022 Q2	$9.14M	Buy	164,898 +40,814	+33%	+$2.36M	0.14%	120
2022 Q1	$7.57M	Sell	124,084 -1,135	-0.9%	-$70.4K	0.1%	143
2021 Q4	$7.87M	Buy	125,219 +4,087	+3%	+$258K	0.12%	138
2021 Q3	$7.59M	Buy	121,132 +1,278	+1%	+$80.4K	0.13%	124
2021 Q2	$7.68M	Buy	119,854 +6,166	+5%	+$394K	0.14%	115
2021 Q1	$7.17M	Sell	113,688 -21,288	-16%	-$1.34M	0.15%	111
2020 Q4	$8.23M	Sell	134,976 -36,479	-21%	-$2.13M	0.2%	89
2020 Q3	$9.46M	Buy	171,455 +1,513	+0.9%	+$83.5K	0.15%	115
2020 Q2	$8.83M	Buy	169,942 +7,154	+4%	+$362K	0.25%	67
2020 Q1	$7.63M	Buy	162,788 +4,508	+3%	+$243K	0.23%	72
2019 Q4	$9.28M	Buy	158,280 +143,760	+990%	+$8.34M	0.22%	70
2019 Q3	$829K	Sell	14,520 -1,520	-9%	-$87.4K	0.03%	242
2019 Q2	$944K	Sell	16,040 -3,962	-20%	-$231K	0.04%	201
2019 Q1	$1.19M	Sell	20,002 -3,818	-16%	-$223K	0.06%	156
2018 Q4	$1.33M	Buy	+23,820	New	+$1.34M	0.22%	107

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's EEMV Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 5.6% in Q2 2025, buying an estimated $342K and bringing the position to 107,207 shares worth $6.73M. The position accounts for 0.04% of the portfolio, ranked #358.

Avantax Advisory Services first reported a position in EEMV in Q4 2018 and has held it in 27 quarters since. The position peaked at $16.2M in Q4 2022. 340 funds tracked by Wall St. Rank hold EEMV as of Q2 2025.

Avantax Advisory Services held 107,207 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $6.73M as of Q2 2025.
Avantax Advisory Services bought 5,684 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2025, an estimated $342K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #358 holding.
Avantax Advisory Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $16.2M 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 Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.