LMG Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

LMG Wealth Partners’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	$4.64M	Sell	61,682 -2,407	-4%	-$173K	0.74%	47
2026 Q1	$4.15M	Buy	64,089 +3,282	+5%	+$218K	0.76%	45
2025 Q4	$3.89M	Sell	60,807 -1,356	-2%	-$87.5K	0.73%	49
2025 Q3	$3.97M	Hold	62,163	–	–	0.74%	48
2025 Q2	$3.9M	Sell	62,163 -407	-0.7%	-$24.5K	0.8%	44
2025 Q1	$3.65M	Buy	62,570 +1,378	+2%	+$80.4K	0.81%	42
2024 Q4	$3.55M	Buy	61,192 +133	+0.2%	+$8.03K	0.77%	43
2024 Q3	$3.83M	Sell	61,059 -6,971	-10%	-$413K	0.88%	41
2024 Q2	$3.89M	Buy	68,030 +210	+0.3%	+$11.9K	0.97%	34
2024 Q1	$3.84M	Sell	67,820 -11,757	-15%	-$655K	0.97%	35
2023 Q4	$4.42M	Sell	79,577 -4,049	-5%	-$217K	1.23%	32
2023 Q3	$4.46M	Sell	83,626 -6,137	-7%	-$337K	1.36%	29
2023 Q2	$4.94M	Sell	89,763 -399	-0.4%	-$22.1K	1.51%	24
2023 Q1	$4.92M	Sell	90,162 -351	-0.4%	-$19K	1.59%	22
2022 Q4	$4.96M	Buy	+90,513	New	+$4.73M	1.64%	24

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

LMG Wealth Partners's EEMV Position: Q2 2026 in Review

LMG Wealth Partners reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 3.8% in Q2 2026, selling an estimated $173K and leaving 61,682 shares worth $4.64M. The position accounts for 0.74% of the portfolio, ranked #47.

LMG Wealth Partners first reported a position in EEMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.96M in Q4 2022. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

LMG Wealth Partners held 61,682 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $4.64M as of Q2 2026.
LMG Wealth Partners sold 2,407 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $173K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.74% of LMG Wealth Partners's portfolio in Q2 2026, its #47 holding.
LMG Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
LMG Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.96M 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 LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.