CX Institutional’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

CX Institutional’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	$8.73M	Buy	115,931 +2,802	+2%	+$202K	0.25%	93
2026 Q1	$7.32M	Buy	113,129 +113,104	+452,416%	+$7.51M	0.22%	108
2025 Q4	$2K	Buy	+25	New	+$1.61K	﹤0.01%	1364
2022 Q3	–	Sell	-820	Closed	-$45K	–	648
2022 Q2	$45K	Sell	820 -76,057	-99%	-$4.39M	﹤0.01%	698
2022 Q1	$4.69M	Hold	76,877	–	–	0.38%	71
2021 Q4	$4.83M	Hold	76,877	–	–	0.38%	76
2021 Q3	$4.82M	Hold	76,877	–	–	0.39%	68
2021 Q2	$4.93M	Hold	76,877	–	–	0.41%	70
2021 Q1	$4.86M	Hold	76,877	–	–	0.43%	61
2020 Q4	$4.7M	Hold	76,877	–	–	0.45%	60
2020 Q3	$4.24M	Hold	76,877	–	–	0.46%	58
2020 Q2	$4M	Buy	76,877 +800	+1%	+$40.5K	0.53%	42
2020 Q1	$3.57M	Hold	76,077	–	–	0.58%	39
2019 Q4	$4.46M	Buy	76,077 +18,246	+32%	+$1.06M	0.78%	33
2019 Q3	$3.3M	Hold	57,831	–	–	0.53%	46
2019 Q2	$3.4M	Buy	+57,831	New	+$3.38M	0.54%	44
2019 Q1	–	Sell	-1,323	Closed	-$74K	–	788
2018 Q4	$74K	Buy	+1,323	New	+$74.2K	0.02%	228
2018 Q3	–	Sell	-19,953	Closed	-$1.15M	–	342
2018 Q2	$1.15M	Buy	+19,953	New	+$1.21M	0.43%	75

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

CX Institutional's EEMV Position: Q2 2026 in Review

CX Institutional increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 2.5% in Q2 2026, buying an estimated $202K and bringing the position to 115,931 shares worth $8.73M. The position accounts for 0.25% of the portfolio, ranked #93.

CX Institutional first reported a position in EEMV in Q2 2018 and has held it in 18 quarters since. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

CX Institutional held 115,931 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $8.73M as of Q2 2026.
CX Institutional bought 2,802 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $202K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.25% of CX Institutional's portfolio in Q2 2026, its #93 holding.
CX Institutional first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2018 and has held it in 18 quarters since.
351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.