Creative Financial Designs’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Creative Financial Designs’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	–	Sell	-89	Closed	-$5.2K	–	2060
2025 Q1	$5.2K	Hold	89	–	–	﹤0.01%	1479
2024 Q4	$5.17K	Buy	89 +2	+2%	+$121	﹤0.01%	1419
2024 Q3	$5.46K	Buy	+87	New	+$5.15K	﹤0.01%	1352
2020 Q1	–	Sell	-16,968	Closed	-$1M	–	495
2019 Q4	$1M	Sell	16,968 -5,914	-26%	-$343K	0.45%	53
2019 Q3	$1.29M	Buy	22,882 +3,719	+19%	+$214K	0.7%	38
2019 Q2	$1.12M	Buy	19,163 +6,216	+48%	+$363K	0.61%	43
2019 Q1	$767K	Sell	12,947 -996	-7%	-$58.2K	0.46%	54
2018 Q4	$779K	Buy	13,943 +26	+0.2%	+$1.46K	0.57%	43
2018 Q3	$825K	Sell	13,917 -4,777	-26%	-$280K	0.47%	49
2018 Q2	$1.08M	Sell	18,694 -1,815	-9%	-$110K	0.63%	46
2018 Q1	$1.28M	Sell	20,509 -586	-3%	-$36.6K	0.82%	32
2017 Q4	$1.28M	Sell	21,095 -232	-1%	-$13.8K	0.87%	30
2017 Q3	$1.24M	Buy	21,327 +3,806	+22%	+$219K	0.71%	42
2017 Q2	$971K	Buy	17,521 +3,510	+25%	+$193K	0.62%	49
2017 Q1	$750K	Sell	14,011 -30,602	-69%	-$1.58M	0.54%	52
2016 Q4	$2.18M	Buy	+44,613	New	+$2.29M	1.78%	12

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Financial Designs's EEMV Position: Q2 2025 in Review

Creative Financial Designs sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2025, closing a stake of 89 shares — an estimated $5.2K sold.

Creative Financial Designs first reported a position in EEMV in Q4 2016 and held it in 16 quarters. The position peaked at $2.18M in Q4 2016. 340 funds tracked by Wall St. Rank hold EEMV as of Q2 2025.

Creative Financial Designs reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 89 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2025, an estimated $5.2K.
Creative Financial Designs first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2016 and held it in 16 quarters.
Creative Financial Designs's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.18M in Q4 2016.
340 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.