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Integrated Wealth Concepts’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Integrated Wealth Concepts’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 		$2.93M Buy
38,980
+14,872
+62% +$1.07M 0.01% 788
2026
Q1 		$1.56M Buy
24,108
+21
+0.1% +$1.39K 0.01% 872
2025
Q4 		$1.54M Sell
24,087
-362
-1% -$23.4K 0.02% 602
2025
Q3 		$1.56M Sell
24,449
-954
-4% -$60.3K 0.01% 782
2025
Q2 		$1.6M Buy
25,403
+370
+1% +$22.3K 0.02% 707
2025
Q1 		$1.46M Sell
25,033
-518
-2% -$30.2K 0.02% 670
2024
Q4 		$1.48M Sell
25,551
-1,596
-6% -$96.4K 0.02% 658
2024
Q3 		$1.7M Sell
27,147
-3,653
-12% -$216K 0.02% 591
2024
Q2 		$1.76M Sell
30,800
-6,811
-18% -$386K 0.02% 553
2024
Q1 		$2.13M Sell
37,611
-25,541
-40% -$1.42M 0.03% 503
2023
Q4 		$3.51M Buy
63,152
+204
+0.3% +$10.9K 0.06% 310
2023
Q3 		$3.36M Sell
62,948
-12,887
-17% -$707K 0.06% 300
2023
Q2 		$4.17M Sell
75,835
-10,081
-12% -$557K 0.07% 257
2023
Q1 		$4.69M Sell
85,916
-424,998
-83% -$23M 0.1% 206
2022
Q4 		$27.1M Buy
510,914
+283,385
+125% +$14.8M 0.74% 30
2022
Q3 		$11.5M Buy
227,529
+25,410
+13% +$1.39M 0.37% 59
2022
Q2 		$11.2M Buy
202,119
+186,524
+1,196% +$10.8M 0.35% 63
2022
Q1 		$952K Sell
15,595
-473
-3% -$29.3K 0.03% 406
2021
Q4 		$1.01M Buy
16,068
+706
+5% +$44.5K 0.03% 417
2021
Q3 		$963K Sell
15,362
-3,345
-18% -$210K 0.03% 391
2021
Q2 		$1.2M Buy
18,707
+2,622
+16% +$167K 0.04% 312
2021
Q1 		$1.02M Sell
16,085
-2,446
-13% -$155K 0.04% 293
2020
Q4 		$1.13M Sell
18,531
-1,930
-9% -$113K 0.05% 230
2020
Q3 		$1.13M Buy
20,461
+226
+1% +$12.5K 0.07% 197
2020
Q2 		$1.05M Buy
20,235
+2,630
+15% +$133K 0.08% 169
2020
Q1 		$826K Buy
17,605
+2,384
+16% +$129K 0.08% 160
2019
Q4 		$893K Buy
15,221
+8,037
+112% +$467K 0.08% 168
2019
Q3 		$410K Buy
7,184
+974
+16% +$56K 0.05% 240
2019
Q2 		$471K Buy
6,210
+2,165
+54% +$126K 0.06% 188
2019
Q1 		$240K Buy
+4,045
New +$236K 0.04% 283
2018
Q2 		– Sell
-3,291
Closed -$203K – 230
2018
Q1 		$203K Buy
+3,291
New +$206K 0.08% 191

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

Integrated Wealth Concepts's EEMV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 62% in Q2 2026, buying an estimated $1.07M and bringing the position to 38,980 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #788.

Integrated Wealth Concepts first reported a position in EEMV in Q1 2018 and has held it in 31 quarters since. The position peaked at $27.1M in Q4 2022. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Integrated Wealth Concepts held 38,980 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $2.93M as of Q2 2026.
  • Integrated Wealth Concepts bought 14,872 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $1.07M.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #788 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2018 and has held it in 31 quarters since.
  • Integrated Wealth Concepts's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $27.1M in Q4 2022.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.