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

Evermay 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 		$31.1K Buy
413
+2
+0.5% +$144 ﹤0.01% 403
2026
Q1 		$26.6K Hold
411
– – ﹤0.01% 368
2025
Q4 		$26.3K Buy
411
+5
+1% +$323 ﹤0.01% 363
2025
Q3 		$25.9K Hold
406
– – ﹤0.01% 371
2025
Q2 		$25.5K Buy
406
+3
+0.7% +$181 ﹤0.01% 375
2025
Q1 		$23.5K Hold
403
– – ﹤0.01% 376
2024
Q4 		$23.4K Buy
403
+121
+43% +$7.31K ﹤0.01% 372
2024
Q3 		$17.7K Hold
282
– – ﹤0.01% 403
2024
Q2 		$16.1K Buy
282
+3
+1% +$170 ﹤0.01% 414
2024
Q1 		$15.8K Hold
279
– – ﹤0.01% 430
2023
Q4 		$15.5K Buy
279
+5
+2% +$268 ﹤0.01% 409
2023
Q3 		$14.6K Hold
274
– – ﹤0.01% 394
2023
Q2 		$15.1K Buy
274
+3
+1% +$166 ﹤0.01% 393
2023
Q1 		$14.8K Hold
271
– – ﹤0.01% 379
2022
Q4 		$14.4K Buy
271
+3
+1% +$157 ﹤0.01% 387
2022
Q3 		$14K Hold
268
– – ﹤0.01% 365
2022
Q2 		$15K Sell
268
-89
-25% -$5.14K ﹤0.01% 359
2022
Q1 		$22K Buy
357
+91
+34% +$5.64K ﹤0.01% 360
2021
Q4 		$17K Buy
266
+3
+1% +$189 ﹤0.01% 366
2021
Q3 		$16K Hold
263
– – ﹤0.01% 354
2021
Q2 		$17K Buy
+263
New +$16.8K ﹤0.01% 366
2014
Q1 		– Sell
-5,735
Closed -$334K – 68
2013
Q4 		$334K Buy
+5,735
New +$339K 0.46% 33

Other funds holding EEMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Evermay Wealth Management increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.49% in Q2 2026, buying an estimated $144 and bringing the position to 413 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Evermay Wealth Management first reported a position in EEMV in Q4 2013 and has held it in 22 quarters since. The position peaked at $334K in Q4 2013. 155 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Evermay Wealth Management held 413 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $31.1K as of Q2 2026.
  • Evermay Wealth Management bought 2 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $144.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #403 holding.
  • Evermay Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2013 and has held it in 22 quarters since.
  • Evermay Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $334K in Q4 2013.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.