Evanson Financial’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Evanson Financial’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	$375K	Buy	+4,978	New	+$358K	0.02%	235

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

Evanson Financial's EEMV Position: Q2 2026 in Review

Evanson Financial opened a new position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2026: 4,978 shares worth $375K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings.

351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Evanson Financial held 4,978 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $375K as of Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF was a new Evanson Financial position in Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Evanson Financial's portfolio in Q2 2026, its #235 holding.
351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.