IFWM
EEMV icon

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
2021
Q2 		– Sell
-3,000
Closed -$160K – 491
2021
Q1 		$160K Buy
+3,000
New +$190K 0.03% 453

Other funds holding EEMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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. 155 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.
  • 155 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.