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Clearstead Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-15,137
Closed -$966K – 2894
2025
Q3 		$966K Sell
15,137
-7,556
-33% -$478K 0.01% 478
2025
Q2 		$1.43M Buy
22,693
+22,188
+4,394% +$1.34M 0.02% 375
2025
Q1 		$29.5K Buy
+505
New +$29.5K ﹤0.01% 1306
2023
Q1 		– Sell
-1,497
Closed -$79.4K – 1381
2022
Q4 		$79.4K Hold
1,497
– – 0.01% 543
2022
Q3 		$76K Buy
+1,497
New +$81.8K 0.01% 521

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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearstead Advisors's EEMV Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2025, closing a stake of 15,137 shares — an estimated $966K sold.

Clearstead Advisors first reported a position in EEMV in Q3 2022 and held it in 5 quarters. The position peaked at $1.43M in Q2 2025. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 15,137 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2025, an estimated $966K.
  • Clearstead Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 5 quarters.
  • Clearstead Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.43M in Q2 2025.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.