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

Bristlecone 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
2025 Q1	–	Sell	-5,103	Closed	-$296K	–	379
2024 Q4	$296K	Sell	5,103 -723	-12%	-$43.7K	0.02%	241
2024 Q3	$365K	Sell	5,826 -258	-4%	-$15.3K	0.03%	210
2024 Q2	$348K	Sell	6,084 -3,152	-34%	-$179K	0.03%	213
2024 Q1	$523K	Hold	9,236	–	–	0.05%	182
2023 Q4	$513K	Hold	9,236	–	–	0.05%	181
2023 Q3	$493K	Hold	9,236	–	–	0.06%	175
2023 Q2	$508K	Hold	9,236	–	–	0.05%	175
2023 Q1	$504K	Hold	9,236	–	–	0.06%	171
2022 Q4	$490K	Hold	9,236	–	–	0.06%	171
2022 Q3	$468K	Hold	9,236	–	–	0.06%	168
2022 Q2	$512K	Buy	+9,236	New	+$533K	0.06%	167

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

WBG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Bristlecone Advisors's EEMV Position: Q1 2025 in Review

Bristlecone Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2025, closing a stake of 5,103 shares — an estimated $296K sold.

Bristlecone Advisors first reported a position in EEMV in Q2 2022 and held it in 11 quarters. The position peaked at $523K in Q1 2024. 327 funds tracked by Wall St. Rank hold EEMV as of Q1 2025.

Bristlecone Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Bristlecone Advisors sold 5,103 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2025, an estimated $296K.
Bristlecone Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 11 quarters.
Bristlecone Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $523K in Q1 2024.
327 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2025.

Based on Bristlecone Advisors's 13F filing for Q1 2025, filed 12 May 2025.