Kingswood Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Kingswood Wealth 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
2025 Q4	–	Sell	-3,171	Closed	-$202K	–	880
2025 Q3	$202K	Buy	+3,171	New	+$201K	0.01%	763
2025 Q1	–	Sell	-4,068	Closed	-$236K	–	750
2024 Q4	$236K	Buy	4,068 +200	+5%	+$12.1K	0.02%	688
2024 Q3	$242K	Sell	3,868 -51	-1%	-$3.02K	0.02%	628
2024 Q2	$224K	Sell	3,919 -95	-2%	-$5.39K	0.02%	607
2024 Q1	$227K	Sell	4,014 -407	-9%	-$22.7K	0.03%	552
2023 Q4	$246K	Buy	+4,421	New	+$237K	0.03%	528

Other funds holding EEMV

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Kingswood Wealth Advisors's EEMV Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2025, closing a stake of 3,171 shares — an estimated $202K sold.

Kingswood Wealth Advisors first reported a position in EEMV in Q4 2023 and held it in 6 quarters. The position peaked at $246K in Q4 2023. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2025.

Kingswood Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 3,171 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2025, an estimated $202K.
Kingswood Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2023 and held it in 6 quarters.
Kingswood Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $246K in Q4 2023.
350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.