Modern Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Modern Wealth Management’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	$13.6M	Sell	180,699 -17,059	-9%	-$1.23M	0.16%	148
2026 Q1	$12.8M	Sell	197,758 -837	-0.4%	-$55.5K	0.22%	114
2025 Q4	$12.7M	Buy	198,595 +4,235	+2%	+$273K	0.23%	108
2025 Q3	$12.4M	Buy	194,360 +80,498	+71%	+$5.09M	0.25%	106
2025 Q2	$7.15M	Sell	113,862 -801	-0.7%	-$48.2K	0.18%	125
2025 Q1	$6.69M	Buy	+114,663	New	+$6.69M	0.21%	98

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

Modern Wealth Management's EEMV Position: Q2 2026 in Review

Modern Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 8.6% in Q2 2026, selling an estimated $1.23M and leaving 180,699 shares worth $13.6M. The position accounts for 0.16% of the portfolio, ranked #148.

Modern Wealth Management first reported a position in EEMV in Q1 2025 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Modern Wealth Management held 180,699 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $13.6M as of Q2 2026.
Modern Wealth Management sold 17,059 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $1.23M.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.16% of Modern Wealth Management's portfolio in Q2 2026, its #148 holding.
Modern Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.