Lantz Financial
EEMV icon

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

Lantz 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
Q3 		$254K Sell
3,432
-50
-1% -$3.7K 0.05% 228
2026
Q2 		$262K Sell
3,482
-355
-9% -$25.6K 0.05% 226
2026
Q1 		$248K Sell
3,837
-47
-1% -$3.12K 0.05% 221
2025
Q4 		$249K Sell
3,884
-20
-0.5% -$1.29K 0.05% 228
2025
Q3 		$249K Hold
3,904
– – 0.06% 223
2025
Q2 		$245K Sell
3,904
-28
-0.7% -$1.68K 0.06% 205
2025
Q1 		$229K Hold
3,932
– – 0.06% 197
2024
Q4 		$228K Sell
3,932
-72
-2% -$4.35K 0.06% 204
2024
Q3 		$251K Sell
4,004
-177
-4% -$10.5K 0.07% 193
2024
Q2 		$239K Sell
4,181
-64
-2% -$3.63K 0.07% 186
2024
Q1 		$240K Sell
4,245
-827
-16% -$46.1K 0.08% 184
2023
Q4 		$282K Sell
5,072
-2,308
-31% -$124K 0.1% 165
2023
Q3 		$394K Sell
7,380
-1,896
-20% -$104K 0.16% 127
2023
Q2 		$509K Sell
9,276
-621
-6% -$34.3K 0.2% 108
2023
Q1 		$540K Sell
9,897
-28,959
-75% -$1.57M 0.22% 101
2022
Q4 		$2.06M Buy
38,856
+9,533
+33% +$499K 0.94% 24
2022
Q3 		$1.49M Buy
29,323
+5,289
+22% +$289K 0.77% 37
2022
Q2 		$1.33M Buy
+24,034
New +$1.39M 0.6% 52

Other funds holding EEMV

Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
JMAC Enterprises
JMAC Enterprises Newtown, Pennsylvania $593M AUM 15.15% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Lantz Financial's EEMV Position: Q3 2026 in Review

Lantz Financial reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 1.4% in Q3 2026, selling an estimated $3.7K and leaving 3,432 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #228.

Lantz Financial first reported a position in EEMV in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.06M in Q4 2022. 119 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

  • Lantz Financial held 3,432 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $254K as of Q3 2026.
  • Lantz Financial sold 50 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2026, an estimated $3.7K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.05% of Lantz Financial's portfolio in Q3 2026, its #228 holding.
  • Lantz Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and has held it in 18 quarters since.
  • Lantz Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.06M in Q4 2022.
  • 119 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.