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 Q3	$360K	Hold	4,857	–	–	0.06%	103
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SimplyRich Carlsbad, California $428M AUM 33.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Helen Stephens Group's EEMV Position: Q3 2026 in Review

Helen Stephens Group held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q3 2026 at 4,857 shares worth $360K. 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 10 quarters since. The position peaked at $366K in Q2 2026. 241 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

Helen Stephens Group held 4,857 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $360K as of Q3 2026.
Helen Stephens Group left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.06% of Helen Stephens Group's portfolio in Q3 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 10 quarters since.
Helen Stephens Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $366K in Q2 2026.
241 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.