Ballew Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Ballew Advisors’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	$223K	Sell	3,030 -194	-6%	-$14K	0.12%	117
2026 Q1	$218K	Hold	3,224	–	–	0.12%	112
2025 Q4	$212K	Buy	3,224 +9	+0.3%	+$581	0.12%	114
2025 Q3	$206K	Hold	3,215	–	–	0.11%	118
2025 Q2	$204K	Buy	+3,215	New	+$193K	0.12%	111
2024 Q4	–	Sell	-3,358	Closed	-$208K	–	106
2024 Q3	$208K	Sell	3,358 -182	-5%	-$10.8K	0.14%	102
2024 Q2	$207K	Sell	3,540 -732	-17%	-$41.5K	0.14%	98
2024 Q1	$241K	Sell	4,272 -275	-6%	-$15.3K	0.17%	91
2023 Q4	$246K	Buy	4,547 +18	+0.4%	+$965	0.18%	86
2023 Q3	$238K	Sell	4,529 -161	-3%	-$8.84K	0.2%	86
2023 Q2	$258K	Hold	4,690	–	–	0.19%	90
2023 Q1	$257K	Sell	4,690 -195	-4%	-$10.6K	0.19%	92
2022 Q4	$266K	Sell	4,885 -1,021	-17%	-$53.4K	0.2%	84
2022 Q3	$299K	Hold	5,906	–	–	0.27%	74
2022 Q2	$319K	Buy	5,906 +6	+0.1%	+$346	0.29%	70
2022 Q1	$361K	Sell	5,900 -175	-3%	-$10.9K	0.28%	78
2021 Q4	$387K	Buy	6,075 +192	+3%	+$12.1K	0.27%	80
2021 Q3	$371K	Sell	5,883 -42	-0.7%	-$2.64K	0.27%	77
2021 Q2	$374K	Sell	5,925 -9,069	-60%	-$579K	0.26%	83
2021 Q1	$950K	Buy	14,994 +7,097	+90%	+$448K	0.35%	65
2020 Q4	$496K	Sell	7,897 -18,008	-70%	-$1.05M	0.38%	52
2020 Q3	$1.44M	Sell	25,905 -948	-4%	-$52.3K	1.22%	21
2020 Q2	$1.47M	Sell	26,853 -67	-0.2%	-$3.39K	1.44%	18
2020 Q1	$1.26M	Buy	26,920 +1,429	+6%	+$77.1K	1.43%	19
2019 Q4	$1.5M	Buy	25,491 +35	+0.1%	+$2.03K	1.28%	20
2019 Q3	$1.44M	Buy	25,456 +1,940	+8%	+$112K	1.31%	19
2019 Q2	$1.39M	Buy	23,516 +384	+2%	+$22.4K	1.26%	20
2019 Q1	$1.37M	Buy	23,132 +2,709	+13%	+$158K	1.26%	24
2018 Q4	$1.2M	Buy	20,423 +2,376	+13%	+$133K	1.13%	24
2018 Q3	$977K	Buy	18,047 +812	+5%	+$47.6K	0.89%	28
2018 Q2	$997K	Sell	17,235 -869	-5%	-$52.9K	1.12%	19
2018 Q1	$1.13M	Buy	18,104 +1,974	+12%	+$123K	0.99%	26
2017 Q4	$980K	Buy	+16,130	New	+$959K	0.97%	29

Other funds holding EEMV

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GHA

Good Harbor Advisors Gloucester, Massachusetts $102M AUM

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Ballew Advisors's EEMV Position: Q2 2026 in Review

Ballew Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 6% in Q2 2026, selling an estimated $14K and leaving 3,030 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #117.

Ballew Advisors first reported a position in EEMV in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.5M in Q4 2019. 57 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Ballew Advisors held 3,030 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $223K as of Q2 2026.
Ballew Advisors sold 194 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $14K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.12% of Ballew Advisors's portfolio in Q2 2026, its #117 holding.
Ballew Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and has held it in 33 quarters since.
Ballew Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.5M in Q4 2019.
57 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.