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

Bell Investment 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 Q1	–	Sell	-338	Closed	-$21.7K	–	1884
2025 Q4	$21.7K	Buy	338 +5	+2%	+$323	﹤0.01%	426
2025 Q3	$21.3K	Hold	333	–	–	﹤0.01%	398
2025 Q2	$20.9K	Buy	333 +4	+1%	+$241	﹤0.01%	416
2025 Q1	$19.2K	Hold	329	–	–	﹤0.01%	401
2024 Q4	$19.1K	Buy	329 +7	+2%	+$423	﹤0.01%	395
2024 Q3	$20.2K	Hold	322	–	–	﹤0.01%	400
2024 Q2	$18.4K	Buy	322 +4	+1%	+$227	﹤0.01%	413
2024 Q1	$18K	Hold	318	–	–	﹤0.01%	402
2023 Q4	$17.7K	Buy	318 +6	+2%	+$322	﹤0.01%	384
2023 Q3	$16.7K	Hold	312	–	–	﹤0.01%	362
2023 Q2	$17.2K	Buy	312 +2	+0.6%	+$111	﹤0.01%	344
2023 Q1	$16.9K	Hold	310	–	–	﹤0.01%	340
2022 Q4	$16.4K	Buy	310 +5	+2%	+$262	﹤0.01%	347
2022 Q3	$15K	Hold	305	–	–	﹤0.01%	312
2022 Q2	$17K	Buy	+305	New	+$17.6K	0.01%	299
2021 Q4	$25K	Buy	406 +3	+0.7%	+$189	0.01%	263
2021 Q3	$25K	Buy	+403	New	+$25.4K	0.01%	237

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bell Investment Advisors's EEMV Position: Q1 2026 in Review

Bell Investment Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2026, closing a stake of 338 shares — an estimated $21.7K sold.

Bell Investment Advisors first reported a position in EEMV in Q3 2021 and held it in 17 quarters. The position peaked at $25K in Q4 2021. 345 funds tracked by Wall St. Rank hold EEMV as of Q1 2026.

Bell Investment Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Bell Investment Advisors sold 338 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2026, an estimated $21.7K.
Bell Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2021 and held it in 17 quarters.
Bell Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $25K in Q4 2021.
345 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.