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 Q3	–	Sell	-53	Closed	-$3.84K	–	599
2026 Q2	$3.84K	Hold	53	–	–	﹤0.01%	1160
2026 Q1	$3.79K	Sell	53 -54	-50%	-$3.58K	﹤0.01%	1156
2025 Q4	$7.28K	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

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return

Cornerstone Planning Group's EEMV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2026, closing a stake of 53 shares — an estimated $3.84K sold.

Cornerstone Planning Group first reported a position in EEMV in Q4 2022 and held it in 14 quarters. The position peaked at $310K in Q4 2022. 85 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 53 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2026, an estimated $3.84K.
Cornerstone Planning Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $310K in Q4 2022.
85 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.