Beacon Capital Management LLC (Tennessee)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-18	Closed	-$1.11K	–	369
2025 Q2	$1.11K	Buy	18 +1	+6%	+$60	﹤0.01%	972
2025 Q1	$1.02K	Hold	17	–	–	﹤0.01%	1035
2024 Q4	$1.01K	Hold	17	–	–	﹤0.01%	982
2024 Q3	$1.07K	Sell	17 -70	-80%	-$4.14K	﹤0.01%	1105
2024 Q2	$4.98K	Hold	87	–	–	﹤0.01%	708
2024 Q1	$4.92K	Hold	87	–	–	﹤0.01%	708
2023 Q4	$4.64K	Hold	87	–	–	﹤0.01%	660
2023 Q3	$4.78K	Hold	87	–	–	﹤0.01%	705
2023 Q2	$4.78K	Hold	87	–	–	﹤0.01%	705
2023 Q1	$4.75K	Hold	87	–	–	﹤0.01%	639
2022 Q4	$4.62K	Buy	87 +70	+412%	+$3.66K	﹤0.01%	662
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	795
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	849
2022 Q1	$1K	Buy	+17	New	+$1.05K	﹤0.01%	849

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee)'s EEMV Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2025, closing a stake of 18 shares — an estimated $1.11K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EEMV in Q1 2022 and held it in 14 quarters. The position peaked at $4.98K in Q2 2024. 346 funds tracked by Wall St. Rank hold EEMV as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 18 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2025, an estimated $1.11K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.98K in Q2 2024.
346 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.