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

Burt Wealth 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
Q3 		$304K Sell
4,764
-53
-1% -$3.35K 0.07% 94
2025
Q2 		$303K Hold
4,817
– – 0.07% 96
2025
Q1 		$281K Hold
4,817
– – 0.07% 95
2024
Q4 		$279K Hold
4,817
– – 0.07% 96
2024
Q3 		$302K Hold
4,817
– – 0.07% 94
2024
Q2 		$276K Sell
4,817
-286
-6% -$16.2K 0.07% 94
2024
Q1 		$289K Sell
5,103
-100
-2% -$5.57K 0.07% 93
2023
Q4 		$289K Hold
5,203
– – 0.08% 86
2023
Q3 		$278K Sell
5,203
-206
-4% -$11.3K 0.09% 85
2023
Q2 		$297K Sell
5,409
-492
-8% -$27.2K 0.09% 85
2023
Q1 		$322K Sell
5,901
-6,464
-52% -$350K 0.1% 78
2022
Q4 		$656K Sell
12,365
-3,180
-20% -$166K 0.22% 44
2022
Q3 		$788K Sell
15,545
-860
-5% -$47K 0.32% 23
2022
Q2 		$909K Sell
16,405
-499
-3% -$28.8K 0.32% 26
2022
Q1 		$1.03M Sell
16,904
-809
-5% -$50.2K 0.31% 27
2021
Q4 		$1.11M Sell
17,713
-22,908
-56% -$1.44M 0.36% 22
2021
Q3 		$2.55M Sell
40,621
-365
-0.9% -$23K 0.81% 18
2021
Q2 		$2.63M Sell
40,986
-85,900
-68% -$5.48M 0.95% 17
2021
Q1 		$8.01M Sell
126,886
-169,412
-57% -$10.7M 2.95% 11
2020
Q4 		$18.1M Buy
296,298
+9,375
+3% +$547K 6.24% 6
2020
Q3 		$15.8M Buy
286,923
+6,372
+2% +$352K 5.92% 6
2020
Q2 		$14.6M Buy
280,551
+14,050
+5% +$711K 5.92% 7
2020
Q1 		$12.5M Sell
266,501
-11,881
-4% -$641K 5.62% 7
2019
Q4 		$16.3M Buy
278,382
+277,137
+22,260% +$16.1M 6.37% 5
2019
Q3 		$71K Buy
+1,245
New +$71.6K 0.03% 147

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Burt Wealth Advisors's EEMV Position: Q3 2025 in Review

Burt Wealth Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 1.1% in Q3 2025, selling an estimated $3.35K and leaving 4,764 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #94.

Burt Wealth Advisors first reported a position in EEMV in Q3 2019 and has held it in 25 quarters since. The position peaked at $18.1M in Q4 2020. 346 funds tracked by Wall St. Rank hold EEMV as of Q3 2025.

  • Burt Wealth Advisors held 4,764 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $304K as of Q3 2025.
  • Burt Wealth Advisors sold 53 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2025, an estimated $3.35K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.07% of Burt Wealth Advisors's portfolio in Q3 2025, its #94 holding.
  • Burt Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2019 and has held it in 25 quarters since.
  • Burt Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $18.1M in Q4 2020.
  • 346 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.