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

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

Burkett Financial Services's EEMV Position: Q2 2026 in Review

Burkett Financial Services reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 100% in Q2 2026, selling an estimated $20.8M and leaving 1,033 shares worth $77.8K. The position accounts for 0.02% of the portfolio, ranked #77.

Burkett Financial Services first reported a position in EEMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.7M in Q1 2026. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Burkett Financial Services held 1,033 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $77.8K as of Q2 2026.
Burkett Financial Services sold 288,480 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $20.8M.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #77 holding.
Burkett Financial Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $18.7M in Q1 2026.
351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.