Elevation Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Elevation Wealth Partners’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 Q4	–	Sell	-544	Closed	-$34.7K	–	976
2025 Q3	$34.7K	Hold	544	–	–	0.01%	279
2025 Q2	$34.2K	Buy	544 +6	+1%	+$361	0.01%	268
2025 Q1	$31.4K	Sell	538 -530	-50%	-$30.9K	0.01%	277
2024 Q4	$61.9K	Buy	1,068 +25	+2%	+$1.51K	0.03%	205
2024 Q3	$65.4K	Hold	1,043	–	–	0.03%	197
2024 Q2	$59.7K	Buy	1,043 +6	+0.6%	+$340	0.03%	201
2024 Q1	$58.7K	Buy	1,037 +15	+1%	+$836	0.03%	203
2023 Q4	$54.5K	Hold	1,022	–	–	0.03%	200
2023 Q3	$54.5K	Hold	1,022	–	–	0.05%	141
2023 Q2	$56.2K	Buy	1,022 +7	+0.7%	+$387	0.05%	140
2023 Q1	$55.4K	Buy	+1,015	New	+$55K	0.05%	143

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elevation Wealth Partners's EEMV Position: Q4 2025 in Review

Elevation Wealth Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2025, closing a stake of 544 shares — an estimated $34.7K sold.

Elevation Wealth Partners first reported a position in EEMV in Q1 2023 and held it in 11 quarters. The position peaked at $65.4K in Q3 2024. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2025.

Elevation Wealth Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Elevation Wealth Partners sold 544 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2025, an estimated $34.7K.
Elevation Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2023 and held it in 11 quarters.
Elevation Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $65.4K in Q3 2024.
350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.