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

Institute for 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 		$107K Buy
+1,416
New +$102K 0.01% 662
2021
Q4 		– Sell
-3,325
Closed -$208K – 495
2021
Q3 		$208K Sell
3,325
-35
-1% -$2.2K 0.04% 456
2021
Q2 		$216K Sell
3,360
-6
-0.2% -$383 0.04% 447
2021
Q1 		$213K Sell
3,366
-456
-12% -$28.8K 0.04% 432
2020
Q4 		$233K Sell
3,822
-790
-17% -$46.1K 0.05% 399
2020
Q3 		$254K Sell
4,612
-310
-6% -$17.1K 0.06% 352
2020
Q2 		$256K Sell
4,922
-555
-10% -$28.1K 0.06% 346
2020
Q1 		$257K Sell
5,477
-346
-6% -$18.7K 0.08% 310
2019
Q4 		$342K Sell
5,823
-713
-11% -$41.4K 0.08% 319
2019
Q3 		$373K Sell
6,536
-3,851
-37% -$221K 0.09% 285
2019
Q2 		$611K Buy
10,387
+914
+10% +$53.4K 0.14% 225
2019
Q1 		$562K Buy
+9,473
New +$554K 0.12% 220
2018
Q4 		– Sell
-12,282
Closed -$726K – 287
2018
Q3 		$726K Sell
12,282
-837
-6% -$49.1K 0.25% 127
2018
Q2 		$756K Sell
13,119
-620
-5% -$37.7K 0.24% 131
2018
Q1 		$843K Sell
13,739
-15,755
-53% -$984K 0.25% 146
2017
Q4 		$1.8M Buy
29,494
+12,952
+78% +$770K 0.42% 63
2017
Q3 		$961K Sell
16,542
-1,168
-7% -$67.1K 0.31% 104
2017
Q2 		$981K Buy
+17,710
New +$972K 0.27% 118

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institute for Wealth Management's EEMV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2026: 1,416 shares worth $107K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EEMV as recently as Q3 2021.

Institute for Wealth Management first reported a position in EEMV in Q2 2017 and has held it in 18 quarters since. The position peaked at $1.8M in Q4 2017. 354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Institute for Wealth Management held 1,416 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $107K as of Q2 2026.
  • iShares MSCI Emerging Markets Min Vol Factor ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #662 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2017 and has held it in 18 quarters since.
  • Institute for Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.8M in Q4 2017.
  • 354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.