Mosaic Family Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Mosaic Family Wealth Partners’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	$287K	Sell	3,814 -699	-15%	-$50.3K	0.02%	363
2026 Q1	$292K	Sell	4,513 -814	-15%	-$54K	0.03%	234
2025 Q4	$341K	Sell	5,327 -114	-2%	-$7.36K	0.04%	183
2025 Q3	$347K	Hold	5,441	–	–	0.04%	173
2025 Q2	$342K	Buy	5,441 +7	+0.1%	+$421	0.04%	164
2025 Q1	$317K	Hold	5,434	–	–	0.05%	164
2024 Q4	$315K	Buy	5,434 +13	+0.2%	+$785	0.05%	162
2024 Q3	$340K	Sell	5,421 -355	-6%	-$21K	0.05%	151
2024 Q2	$330K	Sell	5,776 -275	-5%	-$15.6K	0.05%	143
2024 Q1	$342K	Buy	6,051 +930	+18%	+$51.8K	0.06%	145
2023 Q4	$285K	Sell	5,121 -567	-10%	-$30.4K	0.05%	152
2023 Q3	$303K	Hold	5,688	–	–	0.06%	138
2023 Q2	$313K	Sell	5,688 -294	-5%	-$16.3K	0.06%	137
2023 Q1	$326K	Buy	5,982 +1,613	+37%	+$87.4K	0.07%	134
2022 Q4	$232K	Buy	+4,369	New	+$229K	0.07%	162

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

Mosaic Family Wealth Partners's EEMV Position: Q2 2026 in Review

Mosaic Family Wealth Partners reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 15% in Q2 2026, selling an estimated $50.3K and leaving 3,814 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #363.

Mosaic Family Wealth Partners first reported a position in EEMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $347K in Q3 2025. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Mosaic Family Wealth Partners held 3,814 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $287K as of Q2 2026.
Mosaic Family Wealth Partners sold 699 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $50.3K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #363 holding.
Mosaic Family Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Mosaic Family Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $347K in Q3 2025.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.