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

Endowment 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 		$479K Sell
6,358
-5
-0.1% -$360 0.19% 89
2026
Q1 		$412K Sell
6,363
-10
-0.2% -$664 0.18% 92
2025
Q4 		$408K Sell
6,373
-22,104
-78% -$1.43M 0.19% 92
2025
Q3 		$1.82M Buy
28,477
+3,498
+14% +$221K 0.83% 34
2025
Q2 		$1.57M Buy
24,979
+5,008
+25% +$301K 0.81% 38
2025
Q1 		$1.17M Buy
19,971
+3,678
+23% +$215K 0.75% 40
2024
Q4 		$945K Buy
16,293
+3,090
+23% +$187K 0.63% 43
2024
Q3 		$828K Buy
13,203
+2,019
+18% +$120K 0.54% 50
2024
Q2 		$640K Buy
11,184
+1,969
+21% +$112K 0.47% 57
2024
Q1 		$521K Buy
9,215
+1,690
+22% +$94.2K 0.39% 64
2023
Q4 		$418K Buy
7,525
+449
+6% +$24.1K 0.35% 66
2023
Q3 		$378K Buy
7,076
+495
+8% +$27.2K 0.34% 77
2023
Q2 		$362K Buy
6,581
+1,175
+22% +$65K 0.33% 80
2023
Q1 		$293K Buy
5,406
+927
+21% +$50.2K 0.29% 89
2022
Q4 		$238K Buy
+4,479
New +$234K 0.26% 105

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Endowment Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.08% in Q2 2026, selling an estimated $360 and leaving 6,358 shares worth $479K. The position accounts for 0.19% of the portfolio, ranked #89.

Endowment Wealth Management first reported a position in EEMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q3 2025. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Endowment Wealth Management held 6,358 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $479K as of Q2 2026.
  • Endowment Wealth Management sold 5 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $360.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.19% of Endowment Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Endowment Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Endowment Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.82M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.