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

CogentBlue Wealth 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
-3,520
Closed -$225K – 77
2025
Q3 		$225K Sell
3,520
-87
-2% -$5.5K 0.15% 67
2025
Q2 		$227K Sell
3,607
-2
-0.1% -$120 0.17% 64
2025
Q1 		$211K Hold
3,609
– – 0.18% 59
2024
Q4 		$209K Buy
+3,609
New +$218K 0.18% 54

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $617B AUM 30.33% 1-Year Est. Return

CogentBlue Wealth Advisors's EEMV Position: Q4 2025 in Review

CogentBlue Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2025, closing a stake of 3,520 shares — an estimated $225K sold.

CogentBlue Wealth Advisors first reported a position in EEMV in Q4 2024 and held it in 4 quarters. The position peaked at $227K in Q2 2025. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2025.

  • CogentBlue Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 3,520 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2025, an estimated $225K.
  • CogentBlue Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2024 and held it in 4 quarters.
  • CogentBlue Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $227K 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 CogentBlue Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.