J.W. Cole Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

J.W. Cole Advisors’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	$222K	Buy	+2,955	New	+$213K	﹤0.01%	1454
2026 Q1	–	Sell	-3,411	Closed	-$218K	–	938
2025 Q4	$218K	Sell	3,411 -872	-20%	-$56.3K	0.01%	1259
2025 Q3	$273K	Sell	4,283 -529	-11%	-$33.5K	0.01%	1266
2025 Q2	$302K	Sell	4,812 -597	-11%	-$35.9K	0.01%	1141
2025 Q1	$316K	Buy	5,409 +1,517	+39%	+$88.5K	0.01%	938
2024 Q4	$226K	Buy	+3,892	New	+$235K	0.01%	865
2020 Q4	–	Sell	-4,276	Closed	-$236K	–	697
2020 Q3	$236K	Buy	+4,276	New	+$236K	0.02%	622

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

J.W. Cole Advisors's EEMV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2026: 2,955 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1454 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EEMV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in EEMV in Q3 2020 and has held it in 7 quarters since. The position peaked at $316K in Q1 2025. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

J.W. Cole Advisors held 2,955 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $222K as of Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1454 holding.
J.W. Cole Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2020 and has held it in 7 quarters since.
J.W. Cole Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $316K in Q1 2025.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.