Jones Financial Companies
EEMV icon

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

Jones Financial Companies’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
Q1 		$2.74M Buy
43,237
+10,804
+33% +$717K ﹤0.01% 1297
2025
Q4 		$2.08M Buy
32,433
+7,663
+31% +$494K ﹤0.01% 928
2025
Q3 		$1.57M Buy
24,770
+3,606
+17% +$228K ﹤0.01% 948
2025
Q2 		$1.32M Buy
21,164
+5,963
+39% +$359K ﹤0.01% 905
2025
Q1 		$886K Buy
15,201
+3,432
+29% +$200K ﹤0.01% 906
2024
Q4 		$682K Buy
11,769
+5,079
+76% +$307K ﹤0.01% 868
2024
Q3 		$422K Buy
6,690
+5,199
+349% +$308K ﹤0.01% 880
2024
Q2 		$85.3K Buy
+1,491
New +$84.5K ﹤0.01% 1097
2023
Q4 		– Sell
-393
Closed -$21K – 1017
2023
Q3 		$21K Buy
+393
New +$21.6K ﹤0.01% 428
2022
Q1 		– Sell
-1,184
Closed -$74K – 723
2021
Q4 		$74K Buy
+1,184
New +$74.6K ﹤0.01% 326

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return