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

Bellwether 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 		$843K Buy
11,203
+182
+2% +$13.1K 0.12% 118
2026
Q1 		$713K Sell
11,021
-144
-1% -$9.55K 0.12% 104
2025
Q4 		$715K Buy
11,165
+607
+6% +$39.2K 0.11% 80
2025
Q3 		$674K Buy
10,558
+139
+1% +$8.79K 0.11% 93
2025
Q2 		$654K Buy
10,419
+138
+1% +$8.3K 0.11% 80
2025
Q1 		$600K Sell
10,281
-4,189
-29% -$244K 0.13% 81
2024
Q4 		$839K Buy
14,470
+33
+0.2% +$1.99K 0.15% 74
2024
Q3 		$905K Buy
14,437
+139
+1% +$8.23K 0.17% 69
2024
Q2 		$818K Buy
14,298
+357
+3% +$20.2K 0.17% 74
2024
Q1 		$789K Buy
13,941
+112
+0.8% +$6.24K 0.17% 81
2023
Q4 		$769K Sell
13,829
-508
-4% -$27.2K 0.19% 72
2023
Q3 		$765K Sell
14,337
-305
-2% -$16.7K 0.21% 72
2023
Q2 		$805K Sell
14,642
-466
-3% -$25.8K 0.24% 54
2023
Q1 		$824K Sell
15,108
-1,357
-8% -$73.5K 0.23% 69
2022
Q4 		$874K Sell
16,465
-23,967
-59% -$1.25M 0.25% 68
2022
Q3 		$2.05M Sell
40,432
-5,331
-12% -$291K 0.68% 38
2022
Q2 		$2.54M Sell
45,763
-3,651
-7% -$211K 0.82% 31
2022
Q1 		$3.02M Buy
49,414
+1,360
+3% +$84.4K 0.9% 26
2021
Q4 		$3.02M Sell
48,054
-1,780
-4% -$112K 0.94% 22
2021
Q3 		$3.12M Sell
49,834
-253
-0.5% -$15.9K 1.04% 22
2021
Q2 		$3.21M Sell
50,087
-1,205
-2% -$76.9K 1.11% 23
2021
Q1 		$3.24M Sell
51,292
-2,361
-4% -$149K 1.28% 22
2020
Q4 		$3.28M Buy
+53,653
New +$3.13M 1.44% 19

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

Bellwether Advisors's EEMV Position: Q2 2026 in Review

Bellwether Advisors increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 1.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 11,203 shares worth $843K. The position accounts for 0.12% of the portfolio, ranked #118.

Bellwether Advisors first reported a position in EEMV in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.28M in Q4 2020. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Bellwether Advisors held 11,203 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $843K as of Q2 2026.
  • Bellwether Advisors bought 182 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $13.1K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.12% of Bellwether Advisors's portfolio in Q2 2026, its #118 holding.
  • Bellwether Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.28M in Q4 2020.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.