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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Congress Wealth Management's EEMV Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 15% in Q2 2025, selling an estimated $401K and leaving 39,119 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #525.

Congress Wealth Management first reported a position in EEMV in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.92M in Q3 2024. 340 funds tracked by Wall St. Rank hold EEMV as of Q2 2025.

Congress Wealth Management held 39,119 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $2.46M as of Q2 2025.
Congress Wealth Management sold 6,661 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2025, an estimated $401K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #525 holding.
Congress Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.92M in Q3 2024.
340 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.