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 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%	-$1.69K	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

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

Lantz Financial's EEMV Position: Q2 2026 in Review

Lantz Financial reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 9.3% in Q2 2026, selling an estimated $25.6K and leaving 3,482 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #226.

Lantz Financial first reported a position in EEMV in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.06M in Q4 2022. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Lantz Financial held 3,482 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $262K as of Q2 2026.
Lantz Financial sold 355 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $25.6K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.05% of Lantz Financial's portfolio in Q2 2026, its #226 holding.
Lantz Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and has held it in 17 quarters since.
Lantz Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.06M in Q4 2022.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.