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

MorganRosel 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 		$1.01M Buy
13,463
+1,660
+14% +$119K 0.34% 50
2026
Q1 		$764K Sell
11,803
-1,935
-14% -$128K 0.3% 59
2025
Q4 		$880K Buy
13,738
+1,727
+14% +$111K 0.22% 67
2025
Q3 		$767K Buy
12,011
+1,870
+18% +$118K 0.2% 74
2025
Q2 		$637K Buy
10,141
+467
+5% +$28.1K 0.17% 80
2025
Q1 		$564K Buy
9,674
+161
+2% +$9.39K 0.17% 78
2024
Q4 		$552K Buy
9,513
+670
+8% +$40.5K 0.18% 80
2024
Q3 		$554K Buy
8,843
+385
+5% +$22.8K 0.18% 77
2024
Q2 		$484K Sell
8,458
-366
-4% -$20.8K 0.17% 79
2024
Q1 		$499K Buy
8,824
+2,796
+46% +$156K 0.18% 77
2023
Q4 		$335K Sell
6,028
-2,403
-29% -$129K 0.13% 82
2023
Q3 		$450K Sell
8,431
-118
-1% -$6.48K 0.19% 75
2023
Q2 		$470K Buy
8,549
+408
+5% +$22.6K 0.19% 76
2023
Q1 		$444K Sell
8,141
-360
-4% -$19.5K 0.19% 73
2022
Q4 		$451K Sell
8,501
-1,703
-17% -$89.1K 0.21% 73
2022
Q3 		$517K Buy
10,204
+1,518
+17% +$82.9K 0.26% 68
2022
Q2 		$481K Buy
8,686
+2,155
+33% +$124K 0.26% 70
2022
Q1 		$399K Buy
6,531
+133
+2% +$8.25K 0.19% 70
2021
Q4 		$402K Sell
6,398
-78
-1% -$4.92K 0.2% 67
2021
Q3 		$406K Buy
6,476
+1,774
+38% +$112K 0.22% 67
2021
Q2 		$302K Buy
4,702
+209
+5% +$13.3K 0.17% 71
2021
Q1 		$284K Sell
4,493
-2,782
-38% -$176K 0.18% 71
2020
Q4 		$444K Buy
7,275
+116
+2% +$6.77K 0.31% 57
2020
Q3 		$395K Sell
7,159
-136
-2% -$7.51K 0.32% 57
2020
Q2 		$379K Sell
7,295
-1,470
-17% -$74.4K 0.35% 54
2020
Q1 		$411K Sell
8,765
-173
-2% -$9.34K 0.47% 49
2019
Q4 		$524K Buy
8,938
+426
+5% +$24.7K 0.4% 52
2019
Q3 		$486K Sell
8,512
-37,426
-81% -$2.15M 0.4% 53
2019
Q2 		$2.7M Buy
45,938
+34,591
+305% +$2.02M 2.23% 14
2019
Q1 		$673K Sell
11,347
-70
-0.6% -$4.09K 0.57% 48
2018
Q4 		$638K Buy
+11,417
New +$641K 0.66% 39

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

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

MorganRosel Wealth Management increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 14% in Q2 2026, buying an estimated $119K and bringing the position to 13,463 shares worth $1.01M. The position accounts for 0.34% of the portfolio, ranked #50.

MorganRosel Wealth Management first reported a position in EEMV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.7M in Q2 2019. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • MorganRosel Wealth Management held 13,463 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.01M as of Q2 2026.
  • MorganRosel Wealth Management bought 1,660 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $119K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.34% of MorganRosel Wealth Management's portfolio in Q2 2026, its #50 holding.
  • MorganRosel Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • MorganRosel Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.7M in Q2 2019.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

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