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

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return