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Milestone Asset Management Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Milestone Asset Management 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 		$239K Buy
3,169
+13
+0.4% +$936 0.12% 119
2026
Q1 		$204K Hold
3,156
– – 0.12% 125
2025
Q4 		$202K Buy
+3,156
New +$204K 0.11% 126

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

Milestone Asset Management Group's EEMV Position: Q2 2026 in Review

Milestone Asset Management Group increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.41% in Q2 2026, buying an estimated $936 and bringing the position to 3,169 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #119.

Milestone Asset Management Group first reported a position in EEMV in Q4 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Milestone Asset Management Group held 3,169 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $239K as of Q2 2026.
  • Milestone Asset Management Group bought 13 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $936.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.12% of Milestone Asset Management Group's portfolio in Q2 2026, its #119 holding.
  • Milestone Asset Management Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.