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 Q3	$10.3M	Buy	138,451 +22,520	+19%	+$1.67M	0.28%	90
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

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

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

CX Institutional's EEMV Position: Q3 2026 in Review

CX Institutional increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 19% in Q3 2026, buying an estimated $1.67M and bringing the position to 138,451 shares worth $10.3M. The position accounts for 0.28% of the portfolio, ranked #90.

CX Institutional first reported a position in EEMV in Q2 2018 and has held it in 19 quarters since. 15 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

CX Institutional held 138,451 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $10.3M as of Q3 2026.
CX Institutional bought 22,520 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2026, an estimated $1.67M.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.28% of CX Institutional's portfolio in Q3 2026, its #90 holding.
CX Institutional first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2018 and has held it in 19 quarters since.
15 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.