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Kathleen S. Wright Associates’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$806K Sell
12,624
-300
-2% -$19K 0.3% 59
2025
Q2 		$812K Sell
12,924
-2,945
-19% -$177K 0.32% 56
2025
Q1 		$926K Sell
15,869
-5,582
-26% -$326K 0.38% 53
2024
Q4 		$1.24M Sell
21,451
-401
-2% -$24.2K 0.52% 39
2024
Q3 		$1.37M Sell
21,852
-179
-0.8% -$10.6K 0.57% 39
2024
Q2 		$1.26M Sell
22,031
-4,264
-16% -$242K 0.58% 39
2024
Q1 		$1.49M Sell
26,295
-1,002
-4% -$55.8K 0.7% 33
2023
Q4 		$1.52M Sell
27,297
-3,641
-12% -$195K 0.77% 34
2023
Q3 		$1.65M Sell
30,938
-972
-3% -$53.3K 0.92% 30
2023
Q2 		$1.75M Sell
31,910
-1,330
-4% -$73.5K 1.12% 23
2023
Q1 		$1.81M Buy
33,240
+636
+2% +$34.5K 1.19% 24
2022
Q4 		$1.73M Buy
32,604
+8,518
+35% +$446K 1.17% 24
2022
Q3 		$1.22M Buy
24,086
+4,542
+23% +$248K 0.99% 30
2022
Q2 		$1.08M Buy
19,544
+7,874
+67% +$455K 0.91% 32
2022
Q1 		$712K Buy
11,670
+3,657
+46% +$227K 0.52% 47
2021
Q4 		$503K Buy
+8,013
New +$505K 0.37% 61

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kathleen S. Wright Associates's EEMV Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 2.3% in Q3 2025, selling an estimated $19K and leaving 12,624 shares worth $806K. The position accounts for 0.3% of the portfolio, ranked #59.

Kathleen S. Wright Associates first reported a position in EEMV in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.81M in Q1 2023. 346 funds tracked by Wall St. Rank hold EEMV as of Q3 2025.

  • Kathleen S. Wright Associates held 12,624 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $806K as of Q3 2025.
  • Kathleen S. Wright Associates sold 300 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2025, an estimated $19K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.3% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #59 holding.
  • Kathleen S. Wright Associates first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.81M in Q1 2023.
  • 346 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.