Burkett Financial Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Burkett Financial Services’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	$77.8K	Sell	1,033 -288,480	-100%	-$20.8M	0.02%	77
2026 Q1	$18.7M	Buy	289,513 +1,793	+0.6%	+$119K	6.42%	7
2025 Q4	$18.4M	Buy	287,720 +8,938	+3%	+$577K	6.29%	7
2025 Q3	$17.8M	Buy	278,782 +3,690	+1%	+$233K	6.13%	7
2025 Q2	$17.3M	Buy	275,092 +1,916	+0.7%	+$115K	6.22%	7
2025 Q1	$15.9M	Buy	273,176 +10,546	+4%	+$615K	6.49%	7
2024 Q4	$15.2M	Buy	262,630 +6,726	+3%	+$406K	6.23%	7
2024 Q3	$16M	Buy	255,904 +6,240	+2%	+$370K	6.63%	6
2024 Q2	$14.3M	Buy	249,664 +5,255	+2%	+$298K	7.33%	5
2024 Q1	$13.8M	Buy	244,409 +7,268	+3%	+$405K	7.13%	5
2023 Q4	$13.2M	Buy	+237,141	New	+$12.7M	7.34%	5

Other funds holding EEMV

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return