Cornerstone Planning Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Cornerstone Planning Group’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 Q2	$3.84K	Hold	53	–	–	﹤0.01%	1160
2026 Q1	$3.79K	Sell	53 -54	-50%	-$3.58K	﹤0.01%	1156
2025 Q4	$7.29K	Hold	107	–	–	﹤0.01%	873
2025 Q3	$6.98K	Hold	107	–	–	﹤0.01%	861
2025 Q2	$6.71K	Hold	107	–	–	﹤0.01%	653
2025 Q1	$6.28K	Hold	107	–	–	﹤0.01%	672
2024 Q4	$6.24K	Hold	107	–	–	﹤0.01%	534
2024 Q3	$6.52K	Hold	107	–	–	﹤0.01%	512
2024 Q2	$6.08K	Sell	107 -398	-79%	-$22.6K	﹤0.01%	532
2024 Q1	$28.8K	Sell	505 -119	-19%	-$6.63K	0.01%	246
2023 Q4	$34.7K	Sell	624 -330	-35%	-$17.7K	0.01%	235
2023 Q3	$50.9K	Buy	954 +17	+2%	+$933	0.02%	180
2023 Q2	$51.5K	Buy	+937	New	+$51.8K	0.02%	235
2022 Q4	$310K	Buy	+5,638	New	+$295K	0.13%	76

Other funds holding EEMV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Planning Group's EEMV Position: Q2 2026 in Review

Cornerstone Planning Group held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q2 2026 at 53 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Cornerstone Planning Group first reported a position in EEMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $310K in Q4 2022. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Cornerstone Planning Group held 53 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $3.84K as of Q2 2026.
Cornerstone Planning Group left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1160 holding.
Cornerstone Planning Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $310K in Q4 2022.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.