CWM
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Congress Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Congress 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
2025
Q2 		$2.46M Sell
39,119
-6,661
-15% -$401K 0.02% 525
2025
Q1 		$2.67M Sell
45,780
-98
-0.2% -$5.72K 0.03% 438
2024
Q4 		$2.66M Sell
45,878
-737
-2% -$44.5K 0.04% 372
2024
Q3 		$2.92M Sell
46,615
-968
-2% -$57.3K 0.04% 374
2024
Q2 		$2.72M Buy
47,583
+16,402
+53% +$930K 0.04% 315
2024
Q1 		$1.76M Buy
31,181
+38
+0.1% +$2.12K 0.03% 329
2023
Q4 		$1.73M Buy
31,143
+691
+2% +$37.1K 0.03% 330
2023
Q3 		$1.62M Buy
+30,452
New +$1.67M 0.03% 326

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 $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return