EverSource Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

EverSource Wealth Advisors’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	$55.3K	Hold	734	–	–	﹤0.01%	1719
2026 Q1	$47.5K	Sell	734 -1	-0.1%	-$66	﹤0.01%	1926
2025 Q4	$47.1K	Buy	735 +652	+786%	+$42.1K	﹤0.01%	1787
2025 Q3	$5.33K	Sell	83 -1	-1%	-$63	﹤0.01%	3132
2025 Q2	$5.27K	Sell	84 -1	-1%	-$60	﹤0.01%	3140
2025 Q1	$4.93K	Sell	85 -57	-40%	-$3.33K	﹤0.01%	2499
2024 Q4	$8.26K	Buy	142 +35	+33%	+$2.11K	﹤0.01%	2101
2024 Q3	$6.72K	Sell	107 -2	-2%	-$118	﹤0.01%	2088
2024 Q2	$6.39K	Buy	109 +9	+9%	+$510	﹤0.01%	2116
2024 Q1	$5.62K	Buy	100 +7	+8%	+$390	﹤0.01%	1996
2023 Q4	$5.17K	Sell	93 -44	-32%	-$2.36K	﹤0.01%	1845
2023 Q3	$7.32K	Sell	137 -62	-31%	-$3.4K	﹤0.01%	1535
2023 Q2	$10.9K	Sell	199 -11	-5%	-$608	﹤0.01%	1397
2023 Q1	$11.5K	Sell	210 -5,486	-96%	-$297K	﹤0.01%	1297
2022 Q4	$302K	Buy	5,696 +2,620	+85%	+$137K	0.05%	282
2022 Q3	$155K	Sell	3,076 -3,588	-54%	-$196K	0.04%	339
2022 Q2	$369K	Buy	+6,664	New	+$385K	0.1%	187

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

EverSource Wealth Advisors's EEMV Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q2 2026 at 734 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

EverSource Wealth Advisors first reported a position in EEMV in Q2 2022 and has held it in 17 quarters since. The position peaked at $369K in Q2 2022. 354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

EverSource Wealth Advisors held 734 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $55.3K as of Q2 2026.
EverSource Wealth Advisors left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1719 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and has held it in 17 quarters since.
EverSource Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $369K in Q2 2022.
354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.