Measured Wealth Private Client Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Measured Wealth Private Client Group’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	$119K	Sell	1,577 -273	-15%	-$19.7K	0.03%	236
2026 Q1	$120K	Sell	1,850 -85	-4%	-$5.64K	0.03%	224
2025 Q4	$124K	Buy	1,935 +213	+12%	+$13.7K	0.03%	235
2025 Q3	$110K	Buy	+1,722	New	+$109K	0.03%	229
2024 Q3	–	Sell	-8,291	Closed	-$474K	–	186
2024 Q2	$474K	Sell	8,291 -711	-8%	-$40.3K	0.17%	94
2024 Q1	$509K	Sell	9,002 -7	-0.1%	-$390	0.18%	95
2023 Q4	$501K	Sell	9,009 -581	-6%	-$31.2K	0.18%	91
2023 Q3	$512K	Buy	9,590 +101	+1%	+$5.54K	0.21%	79
2023 Q2	$522K	Sell	9,489 -2	-0%	-$111	0.2%	83
2023 Q1	$518K	Sell	9,491 -166	-2%	-$8.99K	0.2%	80
2022 Q4	$512K	Sell	9,657 -157	-2%	-$8.21K	0.21%	65
2022 Q3	$497K	Sell	9,814 -8,890	-48%	-$486K	0.22%	63
2022 Q2	$1.04M	Sell	18,704 -6,313	-25%	-$365K	0.46%	33
2022 Q1	$1.53M	Sell	25,017 -2,110	-8%	-$131K	0.56%	22
2021 Q4	$1.7M	Sell	27,127 -4,705	-15%	-$297K	0.6%	24
2021 Q3	$2M	Sell	31,832 -2,187	-6%	-$138K	0.77%	24
2021 Q2	$2.18M	Buy	34,019 +3,199	+10%	+$204K	0.69%	28
2021 Q1	$1.95M	Buy	30,820 +8,141	+36%	+$514K	0.69%	29
2020 Q4	$1.39M	Buy	22,679 +1,560	+7%	+$91K	0.58%	33
2020 Q3	$1.17M	Buy	21,119 +3,876	+22%	+$214K	0.56%	27
2020 Q2	$897K	Buy	17,243 +3,223	+23%	+$163K	0.52%	30
2020 Q1	$658K	Buy	14,020 +4,752	+51%	+$256K	0.51%	34
2019 Q4	$544K	Buy	9,268 +5,579	+151%	+$324K	0.36%	37
2019 Q3	$211K	Buy	+3,689	New	+$212K	0.14%	115
2018 Q4	–	Sell	-1,124	Closed	-$67K	–	267
2018 Q3	$67K	Buy	+1,124	New	+$65.9K	0.04%	286

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

Measured Wealth Private Client Group's EEMV Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 15% in Q2 2026, selling an estimated $19.7K and leaving 1,577 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #236.

Measured Wealth Private Client Group first reported a position in EEMV in Q3 2018 and has held it in 25 quarters since. The position peaked at $2.18M in Q2 2021. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Measured Wealth Private Client Group held 1,577 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $119K as of Q2 2026.
Measured Wealth Private Client Group sold 273 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $19.7K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #236 holding.
Measured Wealth Private Client Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2018 and has held it in 25 quarters since.
Measured Wealth Private Client Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.18M in Q2 2021.
351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.