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Montag & Associates’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Montag & Associates’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 		– Sell
-102
Closed -$6.6K – 963
2026
Q1 		$6.6K Hold
102
– – ﹤0.01% 785
2025
Q4 		$6.53K Hold
102
– – ﹤0.01% 800
2025
Q3 		$6.51K Hold
102
– – ﹤0.01% 801
2025
Q2 		$6.41K Buy
+102
New +$6.14K ﹤0.01% 782

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

Montag & Associates's EEMV Position: Q2 2026 in Review

Montag & Associates sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2026, closing a stake of 102 shares — an estimated $6.6K sold.

Montag & Associates first reported a position in EEMV in Q2 2025 and held it in 4 quarters. The position peaked at $6.6K in Q1 2026. 354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Montag & Associates reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 102 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $6.6K.
  • Montag & Associates first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2025 and held it in 4 quarters.
  • Montag & Associates's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6.6K in Q1 2026.
  • 354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.