Helen Stephens Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Helen Stephens Group’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	$366K	Buy	4,857 +41	+0.9%	+$2.95K	0.06%	103
2026 Q1	$312K	Hold	4,816	–	–	0.06%	93
2025 Q4	$308K	Hold	4,816	–	–	0.06%	90
2025 Q3	$307K	Hold	4,816	–	–	0.07%	84
2025 Q2	$302K	Sell	4,816 -31	-0.6%	-$1.86K	0.08%	67
2025 Q1	$283K	Hold	4,847	–	–	0.08%	69
2024 Q4	$281K	Buy	4,847 +114	+2%	+$6.89K	0.08%	68
2024 Q3	$297K	Hold	4,733	–	–	0.09%	68
2024 Q2	$271K	Buy	+4,733	New	+$268K	0.09%	68

Other funds holding EEMV

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Helen Stephens Group's EEMV Position: Q2 2026 in Review

Helen Stephens Group increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.85% in Q2 2026, buying an estimated $2.95K and bringing the position to 4,857 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #103.

Helen Stephens Group first reported a position in EEMV in Q2 2024 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Helen Stephens Group held 4,857 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $366K as of Q2 2026.
Helen Stephens Group bought 41 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $2.95K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.06% of Helen Stephens Group's portfolio in Q2 2026, its #103 holding.
Helen Stephens Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.