Carr Financial Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Carr Financial Group’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	$1.72M	Sell	22,913 -36	-0.2%	-$2.59K	0.4%	46
2026 Q1	$1.49M	Hold	22,949	–	–	0.39%	46
2025 Q4	$1.47M	Buy	22,949 +300	+1%	+$19.4K	0.39%	49
2025 Q3	$1.45M	Sell	22,649 -71	-0.3%	-$4.49K	0.4%	51
2025 Q2	$1.43M	Buy	22,720 +229	+1%	+$13.8K	0.42%	47
2025 Q1	$1.31M	Sell	22,491 -8,609	-28%	-$502K	0.43%	46
2024 Q4	$1.8M	Sell	31,100 -1,942	-6%	-$117K	0.56%	37
2024 Q3	$2.07M	Sell	33,042 -3,091	-9%	-$183K	0.61%	38
2024 Q2	$2.07M	Sell	36,133 -9,974	-22%	-$565K	0.66%	33
2024 Q1	$2.61M	Sell	46,107 -80,653	-64%	-$4.49M	0.87%	29
2023 Q4	$7.05M	Sell	126,760 -96,619	-43%	-$5.18M	2.61%	11
2023 Q3	$11.9M	Sell	223,379 -1,737	-0.8%	-$95.3K	4.72%	4
2023 Q2	$12.4M	Buy	225,116 +14,424	+7%	+$798K	4.94%	4
2023 Q1	$11.5M	Buy	210,692 +51,694	+33%	+$2.8M	5.07%	3
2022 Q4	$8.43M	Buy	+158,998	New	+$8.32M	4.44%	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

Carr Financial Group's EEMV Position: Q2 2026 in Review

Carr Financial Group reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.16% in Q2 2026, selling an estimated $2.59K and leaving 22,913 shares worth $1.72M. The position accounts for 0.4% of the portfolio, ranked #46.

Carr Financial Group first reported a position in EEMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.4M in Q2 2023. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Carr Financial Group held 22,913 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.72M as of Q2 2026.
Carr Financial Group sold 36 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $2.59K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.4% of Carr Financial Group's portfolio in Q2 2026, its #46 holding.
Carr Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Carr Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $12.4M in Q2 2023.
351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.