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Carolinas Wealth Consulting’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,600
Closed -$93.3K – 254
2025
Q1 		$93.3K Hold
1,600
– – 0.02% 254
2024
Q4 		$92.8K Hold
1,600
– – 0.02% 262
2024
Q3 		$100K Hold
1,600
– – 0.02% 261
2024
Q2 		$91.5K Hold
1,600
– – 0.02% 271
2024
Q1 		$90.5K Hold
1,600
– – 0.02% 278
2023
Q4 		$88.9K Sell
1,600
-223
-12% -$12K 0.02% 250
2023
Q3 		$94.3K Buy
1,823
+223
+14% +$12.2K 0.02% 221
2023
Q2 		$88K Sell
1,600
-128
-7% -$7.08K 0.02% 277
2023
Q1 		$94.3K Buy
1,728
+128
+8% +$6.93K 0.02% 271
2022
Q4 		$84.9K Buy
1,600
+400
+33% +$20.9K 0.02% 284
2022
Q3 		$61K Hold
1,200
– – 0.02% 302
2022
Q2 		$67K Hold
1,200
– – 0.02% 295
2022
Q1 		$73K Hold
1,200
– – 0.02% 295
2021
Q4 		$75K Hold
1,200
– – 0.02% 305
2021
Q3 		$75K Hold
1,200
– – 0.02% 275
2021
Q2 		$77K Hold
1,200
– – 0.02% 300
2021
Q1 		$76K Hold
1,200
– – 0.02% 294
2020
Q4 		$73K Buy
+1,200
New +$70K 0.02% 274

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carolinas Wealth Consulting's EEMV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2025, closing a stake of 1,600 shares — an estimated $93.3K sold.

Carolinas Wealth Consulting first reported a position in EEMV in Q4 2020 and held it in 18 quarters. The position peaked at $100K in Q3 2024. 340 funds tracked by Wall St. Rank hold EEMV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,600 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2025, an estimated $93.3K.
  • Carolinas Wealth Consulting first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and held it in 18 quarters.
  • Carolinas Wealth Consulting's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $100K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.