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Bartlett & Co Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Bartlett & Co 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 		$112K Sell
1,490
-1,080
-42% -$77.7K ﹤0.01% 608
2026
Q1 		$181K Buy
2,570
+930
+57% +$61.7K ﹤0.01% 479
2025
Q4 		$105K Hold
1,640
– – ﹤0.01% 553
2025
Q3 		$105K Hold
1,640
– – ﹤0.01% 552
2025
Q2 		$103K Sell
1,640
-4,300
-72% -$259K ﹤0.01% 538
2025
Q1 		$347K Buy
5,940
+4,300
+262% +$251K 0.01% 377
2024
Q4 		$95.1K Hold
1,640
– – ﹤0.01% 546
2024
Q3 		$103K Sell
1,640
-4,475
-73% -$265K ﹤0.01% 540
2024
Q2 		$350K Hold
6,115
– – 0.01% 371
2024
Q1 		$346K Hold
6,115
– – 0.01% 380
2023
Q4 		$339K Sell
6,115
-450
-7% -$24.1K 0.01% 397
2023
Q3 		$350K Sell
6,565
-500
-7% -$27.4K 0.01% 378
2023
Q2 		$388K Sell
7,065
-90
-1% -$4.98K 0.01% 374
2023
Q1 		$390K Hold
7,155
– – 0.01% 307
2022
Q4 		$380K Hold
7,155
– – 0.01% 313
2022
Q3 		$363K Sell
7,155
-17
-0.2% -$929 0.01% 309
2022
Q2 		$398K Sell
7,172
-210
-3% -$12.1K 0.01% 300
2022
Q1 		$451K Hold
7,382
– – 0.01% 302
2021
Q4 		$464K Sell
7,382
-397
-5% -$25K 0.01% 306
2021
Q3 		$488K Sell
7,779
-100
-1% -$6.29K 0.01% 262
2021
Q2 		$506K Buy
7,879
+2
+0% +$128 0.01% 261
2021
Q1 		$498K Sell
7,877
-320
-4% -$20.2K 0.01% 261
2020
Q4 		$501K Sell
8,197
-6,737
-45% -$393K 0.01% 257
2020
Q3 		$824K Sell
14,934
-300
-2% -$16.6K 0.02% 208
2020
Q2 		$792K Sell
15,234
-158
-1% -$7.99K 0.02% 206
2020
Q1 		$722K Sell
15,392
-1,020
-6% -$55K 0.02% 207
2019
Q4 		$963K Buy
16,412
+3
+0% +$174 0.02% 212
2019
Q3 		$937K Hold
16,409
– – 0.02% 211
2019
Q2 		$966K Sell
16,409
-2,683
-14% -$157K 0.04% 171
2019
Q1 		$1.13M Sell
19,092
-663
-3% -$38.8K 0.04% 160
2018
Q4 		$1.1M Sell
19,755
-542
-3% -$30.4K 0.05% 157
2018
Q3 		$1.2M Sell
20,297
-450
-2% -$26.4K 0.05% 157
2018
Q2 		$1.2M Sell
20,747
-428
-2% -$26.1K 0.05% 151
2018
Q1 		$1.32M Buy
+21,175
New +$1.32M 0.05% 146

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

Bartlett & Co Wealth Management's EEMV Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 42% in Q2 2026, selling an estimated $77.7K and leaving 1,490 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Bartlett & Co Wealth Management first reported a position in EEMV in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.32M in Q1 2018. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,490 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $112K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 1,080 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $77.7K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.32M in Q1 2018.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

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