Caliber Wealth Management (Kansas)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Caliber Wealth Management (Kansas)’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	$281K	Hold	3,729	–	–	0.03%	247
2026 Q1	$241K	Hold	3,729	–	–	0.03%	241
2025 Q4	$239K	Hold	3,729	–	–	0.03%	237
2025 Q3	$238K	Sell	3,729 -944	-20%	-$59.7K	0.03%	226
2025 Q2	$293K	Sell	4,673 -806	-15%	-$48.5K	0.03%	231
2025 Q1	$320K	Buy	+5,479	New	+$320K	0.04%	192

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

Caliber Wealth Management (Kansas)'s EEMV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q2 2026 at 3,729 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #247.

Caliber Wealth Management (Kansas) first reported a position in EEMV in Q1 2025 and has held it in 6 quarters since. The position peaked at $320K in Q1 2025. 354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Caliber Wealth Management (Kansas) held 3,729 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $281K as of Q2 2026.
Caliber Wealth Management (Kansas) left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #247 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $320K in Q1 2025.
354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.