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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
Q3 		$73.6K Sell
994
-39
-4% -$2.89K 0.02% 105
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Burkett Financial Services's EEMV Position: Q3 2026 in Review

Burkett Financial Services reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 3.8% in Q3 2026, selling an estimated $2.89K and leaving 994 shares worth $73.6K. The position accounts for 0.02% of the portfolio, ranked #105.

Burkett Financial Services first reported a position in EEMV in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.7M in Q1 2026. 15 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

  • Burkett Financial Services held 994 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $73.6K as of Q3 2026.
  • Burkett Financial Services sold 39 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2026, an estimated $2.89K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #105 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 12 quarters since.
  • Burkett Financial Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $18.7M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.