CWP
EEMV icon

Concord Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Concord Wealth Partners’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 		– Sell
-244
Closed -$15.6K – 352
2025
Q4 		$15.6K Hold
244
– – ﹤0.01% 483
2025
Q3 		$15.6K Hold
244
– – ﹤0.01% 485
2025
Q2 		$15.3K Buy
+244
New +$14.7K ﹤0.01% 496

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Concord Wealth Partners's EEMV Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2026, closing a stake of 244 shares — an estimated $15.6K sold.

Concord Wealth Partners first reported a position in EEMV in Q2 2025 and held it in 3 quarters. The position peaked at $15.6K in Q4 2025. 345 funds tracked by Wall St. Rank hold EEMV as of Q1 2026.

  • Concord Wealth Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 244 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2026, an estimated $15.6K.
  • Concord Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2025 and held it in 3 quarters.
  • Concord Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $15.6K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.