IRON Financial’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

IRON Financial’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	$429K	Sell	5,694 -47	-0.8%	-$3.38K	0.18%	78
2026 Q1	$372K	Sell	5,741 -2,699	-32%	-$179K	0.16%	80
2025 Q4	$540K	Buy	8,440 +377	+5%	+$24.3K	0.25%	70
2025 Q3	$515K	Buy	8,063 +15	+0.2%	+$949	0.25%	70
2025 Q2	$505K	Buy	8,048 +12	+0.1%	+$722	0.26%	67
2025 Q1	$469K	Buy	8,036 +1,154	+17%	+$67.3K	0.26%	60
2024 Q4	$399K	Buy	6,882 +781	+13%	+$47.2K	0.22%	64
2024 Q3	$383K	Buy	6,101 +1,422	+30%	+$84.2K	0.21%	69
2024 Q2	$268K	Sell	4,679 -290	-6%	-$16.4K	0.15%	81
2024 Q1	$281K	Buy	4,969 +81	+2%	+$4.51K	0.16%	76
2023 Q4	$272K	Sell	4,888 -7	-0.1%	-$375	0.15%	78
2023 Q3	$261K	Sell	4,895 -436	-8%	-$23.9K	0.15%	79
2023 Q2	$293K	Buy	5,331 +1,278	+32%	+$70.7K	0.16%	73
2023 Q1	$221K	Buy	+4,053	New	+$220K	0.12%	85

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IRON Financial's EEMV Position: Q2 2026 in Review

IRON Financial reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.82% in Q2 2026, selling an estimated $3.38K and leaving 5,694 shares worth $429K. The position accounts for 0.18% of the portfolio, ranked #78.

IRON Financial first reported a position in EEMV in Q1 2023 and has held it in 14 quarters since. The position peaked at $540K in Q4 2025. 354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

IRON Financial held 5,694 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $429K as of Q2 2026.
IRON Financial sold 47 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $3.38K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.18% of IRON Financial's portfolio in Q2 2026, its #78 holding.
IRON Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2023 and has held it in 14 quarters since.
IRON Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $540K in Q4 2025.
354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.