Evergreen Capital Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Evergreen Capital 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	$292K	Buy	3,879 +5	+0.1%	+$360	0.01%	1235
2026 Q1	$251K	Hold	3,874	–	–	0.01%	1247
2025 Q4	$248K	Buy	3,874 +10	+0.3%	+$645	0.01%	1163
2025 Q3	$247K	Hold	3,864	–	–	0.01%	1112
2025 Q2	$243K	Buy	+3,864	New	+$232K	0.01%	920
2022 Q2	–	Sell	-3,459	Closed	-$211K	–	604
2022 Q1	$211K	Buy	+3,459	New	+$215K	0.01%	597

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

Evergreen Capital Management's EEMV Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.13% in Q2 2026, buying an estimated $360 and bringing the position to 3,879 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #1235.

Evergreen Capital Management first reported a position in EEMV in Q1 2022 and has held it in 6 quarters since. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Evergreen Capital Management held 3,879 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $292K as of Q2 2026.
Evergreen Capital Management bought 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 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1235 holding.
Evergreen Capital Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2022 and has held it in 6 quarters since.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.