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

Axxcess 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 		$969K Buy
+12,869
New +$926K 0.02% 542
2026
Q1 		– Sell
-13,176
Closed -$844K – 568
2025
Q4 		$844K Buy
+13,176
New +$850K 0.01% 545

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

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

Axxcess Wealth Management opened a new position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2026: 12,869 shares worth $969K. The stake represents 0.02% of the portfolio and ranks #542 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in EEMV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in EEMV in Q4 2025 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Axxcess Wealth Management held 12,869 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $969K as of Q2 2026.
  • iShares MSCI Emerging Markets Min Vol Factor ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #542 holding.
  • Axxcess Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.