MFG
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Merit Financial Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Merit Financial 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 		$417K Sell
5,541
-848
-13% -$61K ﹤0.01% 1608
2026
Q1 		$414K Buy
6,389
+1,521
+31% +$101K ﹤0.01% 1481
2025
Q4 		$312K Sell
4,868
-131
-3% -$8.45K ﹤0.01% 1548
2025
Q3 		$319K Buy
4,999
+120
+2% +$7.59K ﹤0.01% 1413
2025
Q2 		$306K Buy
4,879
+1,026
+27% +$61.7K ﹤0.01% 1329
2025
Q1 		$225K Sell
3,853
-792
-17% -$46.2K ﹤0.01% 1240
2024
Q4 		$269K Sell
4,645
-499
-10% -$30.1K ﹤0.01% 970
2024
Q3 		$323K Sell
5,144
-41
-0.8% -$2.43K 0.01% 655
2024
Q2 		$297K Buy
5,185
+10
+0.2% +$567 0.01% 733
2024
Q1 		$295K Sell
5,175
-4,055
-44% -$226K 0.01% 713
2023
Q4 		$513K Sell
9,230
-315
-3% -$16.9K 0.02% 490
2023
Q3 		$509K Sell
9,545
-2,140
-18% -$117K 0.02% 456
2023
Q2 		$642K Buy
11,685
+1,580
+16% +$87.4K 0.02% 412
2023
Q1 		$551K Sell
10,105
-132,090
-93% -$7.15M 0.02% 380
2022
Q4 		$7.54M Buy
142,195
+40,932
+40% +$2.14M 0.27% 59
2022
Q3 		$5.13M Buy
101,263
+7,791
+8% +$426K 0.22% 61
2022
Q2 		$5.18M Buy
93,472
+86,884
+1,319% +$5.02M 0.16% 85
2022
Q1 		$402K Sell
6,588
-376
-5% -$23.3K 0.02% 262
2021
Q4 		$437K Sell
6,964
-89
-1% -$5.61K 0.04% 182
2021
Q3 		$442K Sell
7,053
-700
-9% -$44K 0.05% 170
2021
Q2 		$497K Sell
7,753
-190
-2% -$12.1K 0.05% 160
2021
Q1 		$502K Buy
7,943
+2,422
+44% +$153K 0.05% 150
2020
Q4 		$337K Sell
5,521
-1,141
-17% -$66.6K 0.03% 161
2020
Q3 		$368K Sell
6,662
-38
-0.6% -$2.1K 0.03% 168
2020
Q2 		$348K Sell
6,700
-3,671
-35% -$186K 0.03% 157
2020
Q1 		$487K Sell
10,371
-2,206
-18% -$119K 0.05% 126
2019
Q4 		$738K Buy
+12,577
New +$730K 0.07% 106

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Merit Financial Group's EEMV Position: Q2 2026 in Review

Merit Financial Group reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 13% in Q2 2026, selling an estimated $61K and leaving 5,541 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Merit Financial Group first reported a position in EEMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.54M in Q4 2022. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Merit Financial Group held 5,541 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $417K as of Q2 2026.
  • Merit Financial Group sold 848 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $61K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1608 holding.
  • Merit Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.54M 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.