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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return