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Beacon Financial Advisory’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Beacon Financial Advisory’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 		$256K Sell
3,398
-246
-7% -$17.7K 0.05% 368
2026
Q1 		$236K Sell
3,644
-99
-3% -$6.57K 0.05% 361
2025
Q4 		$240K Sell
3,743
-459
-11% -$29.6K 0.06% 334
2025
Q3 		$268K Sell
4,202
-232
-5% -$14.7K 0.06% 312
2025
Q2 		$278K Buy
4,434
+184
+4% +$11.1K 0.07% 280
2025
Q1 		$248K Sell
4,250
-808
-16% -$47.1K 0.08% 280
2024
Q4 		$293K Sell
5,058
-247
-5% -$14.9K 0.1% 231
2024
Q3 		$333K Sell
5,305
-187
-3% -$11.1K 0.11% 202
2024
Q2 		$314K Sell
5,492
-388
-7% -$22K 0.12% 208
2024
Q1 		$333K Sell
5,880
-1,265
-18% -$70.5K 0.16% 170
2023
Q4 		$397K Sell
7,145
-1,733
-20% -$92.9K 0.19% 146
2023
Q3 		$474K Buy
8,878
+250
+3% +$13.7K 0.26% 113
2023
Q2 		$474K Buy
8,628
+563
+7% +$31.1K 0.27% 119
2023
Q1 		$440K Buy
8,065
+894
+12% +$48.4K 0.28% 122
2022
Q4 		$380K Buy
7,171
+2,224
+45% +$116K 0.27% 113
2022
Q3 		$251K Hold
4,947
– – 0.18% 158
2022
Q2 		$274K Buy
4,947
+200
+4% +$11.5K 0.16% 168
2022
Q1 		$290K Hold
4,747
– – 0.14% 183
2021
Q4 		$298K Buy
4,747
+22
+0.5% +$1.39K 0.14% 182
2021
Q3 		$296K Hold
4,725
– – 0.15% 169
2021
Q2 		$303K Buy
4,725
+21
+0.4% +$1.34K 0.16% 159
2021
Q1 		$297K Sell
4,704
-20,039
-81% -$1.27M 0.17% 151
2020
Q4 		$1.51M Buy
24,743
+215
+0.9% +$12.5K 0.98% 27
2020
Q3 		$1.35M Buy
24,528
+335
+1% +$18.5K 1.18% 19
2020
Q2 		$1.26M Sell
24,193
-739
-3% -$37.4K 1.37% 19
2020
Q1 		$1.17M Buy
24,932
+701
+3% +$37.8K 1.49% 18
2019
Q4 		$1.42M Buy
+24,231
New +$1.41M 1.22% 23

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

Beacon Financial Advisory's EEMV Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 6.8% in Q2 2026, selling an estimated $17.7K and leaving 3,398 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #368.

Beacon Financial Advisory first reported a position in EEMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.51M in Q4 2020. 354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Beacon Financial Advisory held 3,398 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $256K as of Q2 2026.
  • Beacon Financial Advisory sold 246 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $17.7K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #368 holding.
  • Beacon Financial Advisory first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.51M in Q4 2020.
  • 354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.