Cherry Tree Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Cherry Tree Wealth Management’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 Q1	$489K	Sell	7,548 -97	-1%	-$6.44K	0.1%	95
2025 Q4	$490K	Hold	7,645	–	–	0.1%	100
2025 Q3	$488K	Hold	7,645	–	–	0.11%	94
2025 Q2	$480K	Hold	7,645	–	–	0.11%	97
2025 Q1	$446K	Hold	7,645	–	–	0.11%	102
2024 Q4	$443K	Hold	7,645	–	–	0.11%	98
2024 Q3	$479K	Sell	7,645 -566	-7%	-$33.5K	0.11%	100
2024 Q2	$470K	Sell	8,211 -677	-8%	-$38.4K	0.12%	94
2024 Q1	$503K	Sell	8,888 -624	-7%	-$34.8K	0.13%	86
2023 Q4	$529K	Sell	9,512 -1,078	-10%	-$57.8K	0.14%	81
2023 Q3	$565K	Hold	10,590	–	–	0.17%	78
2023 Q2	$582K	Buy	+10,590	New	+$586K	0.17%	75

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

Cherry Tree Wealth Management's EEMV Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 1.3% in Q1 2026, selling an estimated $6.44K and leaving 7,548 shares worth $489K. The position accounts for 0.1% of the portfolio, ranked #95.

Cherry Tree Wealth Management first reported a position in EEMV in Q2 2023 and has held it in 12 quarters since. The position peaked at $582K in Q2 2023. 345 funds tracked by Wall St. Rank hold EEMV as of Q1 2026.

Cherry Tree Wealth Management held 7,548 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $489K as of Q1 2026.
Cherry Tree Wealth Management sold 97 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2026, an estimated $6.44K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.1% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #95 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $582K in Q2 2023.
345 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.