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 Q3	$525K	Sell	7,096 -249	-3%	-$18.4K	0.1%	94
2026 Q2	$553K	Sell	7,345 -203	-3%	-$14.6K	0.1%	93
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

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return

Cherry Tree Wealth Management's EEMV Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 3.4% in Q3 2026, selling an estimated $18.4K and leaving 7,096 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #94.

Cherry Tree Wealth Management first reported a position in EEMV in Q2 2023 and has held it in 14 quarters since. The position peaked at $582K in Q2 2023. 85 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

Cherry Tree Wealth Management held 7,096 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $525K as of Q3 2026.
Cherry Tree Wealth Management sold 249 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2026, an estimated $18.4K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.1% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #94 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 14 quarters since.
Cherry Tree Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $582K in Q2 2023.
85 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.