Dakota Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Dakota Wealth Management’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	$987K	Sell	13,106 -5,297	-29%	-$381K	0.02%	433
2026 Q1	$1.19M	Sell	18,403 -384	-2%	-$25.5K	0.03%	373
2025 Q4	$1.2M	Sell	18,787 -564	-3%	-$36.4K	0.02%	368
2025 Q3	$1.24M	Sell	19,351 -3,844	-17%	-$243K	0.02%	323
2025 Q2	$1.46M	Sell	23,195 -3,065	-12%	-$184K	0.03%	322
2025 Q1	$1.53M	Sell	26,260 -747	-3%	-$43.6K	0.04%	301
2024 Q4	$1.57M	Sell	27,007 -95	-0.4%	-$5.74K	0.04%	291
2024 Q3	$1.7M	Sell	27,102 -1,010	-4%	-$59.8K	0.04%	293
2024 Q2	$1.61M	Sell	28,112 -290	-1%	-$16.4K	0.04%	289
2024 Q1	$1.61M	Sell	28,402 -936	-3%	-$52.2K	0.04%	292
2023 Q4	$1.63M	Buy	29,338 +416	+1%	+$22.3K	0.06%	243
2023 Q3	$1.54M	Buy	28,922 +24,807	+603%	+$1.36M	0.07%	232
2023 Q2	$226K	Sell	4,115 -575	-12%	-$31.8K	0.01%	557
2023 Q1	$256K	Buy	4,690 +380	+9%	+$20.6K	0.02%	507
2022 Q4	$229K	Sell	4,310 -1,842	-30%	-$96.4K	0.02%	517
2022 Q3	$312K	Buy	+6,152	New	+$336K	0.03%	419
2022 Q2	–	Sell	-5,369	Closed	-$328K	–	520
2022 Q1	$328K	Sell	5,369 -1,150	-18%	-$71.3K	0.03%	350
2021 Q4	$410K	Buy	6,519 +60	+0.9%	+$3.78K	0.04%	266
2021 Q3	$405K	Sell	6,459 -317	-5%	-$19.9K	0.05%	257
2021 Q2	$435K	Sell	6,776 -6,489	-49%	-$414K	0.05%	238
2021 Q1	$838K	Sell	13,265 -922	-6%	-$58.3K	0.11%	162
2020 Q4	$867K	Buy	14,187 +1,471	+12%	+$85.8K	0.11%	158
2020 Q3	$702K	Sell	12,716 -606	-5%	-$33.5K	0.11%	142
2020 Q2	$693K	Buy	13,322 +210	+2%	+$10.6K	0.12%	139
2020 Q1	$615K	Buy	13,112 +3,844	+41%	+$207K	0.13%	137
2019 Q4	$544K	Buy	9,268 +1,683	+22%	+$97.7K	0.09%	184
2019 Q3	$433K	Buy	7,585 +341	+5%	+$19.6K	0.07%	193
2019 Q2	$426K	Buy	7,244 +1,208	+20%	+$70.5K	0.08%	191
2019 Q1	$358K	Buy	+6,036	New	+$353K	0.07%	219

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

Dakota Wealth Management's EEMV Position: Q2 2026 in Review

Dakota Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 29% in Q2 2026, selling an estimated $381K and leaving 13,106 shares worth $987K. The position accounts for 0.02% of the portfolio, ranked #433.

Dakota Wealth Management first reported a position in EEMV in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.7M in Q3 2024. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Dakota Wealth Management held 13,106 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $987K as of Q2 2026.
Dakota Wealth Management sold 5,297 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $381K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #433 holding.
Dakota Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2019 and has held it in 29 quarters since.
Dakota Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.7M in Q3 2024.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.