Horizon Investments’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Horizon Investments’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 Q1	$8.09M	Buy	124,940 +65,327	+110%	+$4.33M	0.09%	195
2025 Q4	$3.82M	Buy	59,613 +2,403	+4%	+$155K	0.05%	314
2025 Q3	$3.65M	Buy	57,210 +991	+2%	+$62.7K	0.05%	293
2025 Q2	$3.53M	Sell	56,219 -850	-1%	-$51.1K	0.06%	255
2025 Q1	$3.33M	Buy	57,069 +1,670	+3%	+$97.4K	0.1%	133
2024 Q4	$3.21M	Sell	55,399 -1,110	-2%	-$67.1K	0.09%	129
2024 Q3	$3.54M	Buy	56,509 +1,488	+3%	+$88.1K	0.09%	109
2024 Q2	$3.15M	Sell	55,021 -597	-1%	-$33.8K	0.09%	114
2024 Q1	$3.15M	Buy	+55,618	New	+$3.1M	0.08%	115

Other funds holding EEMV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return