Neumann Capital Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Neumann Capital 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	$620K	Hold	8,236	–	–	0.41%	39
2026 Q1	$533K	Hold	8,236	–	–	0.16%	80
2025 Q4	$527K	Hold	8,236	–	–	0.15%	78
2025 Q3	$526K	Hold	8,236	–	–	0.15%	80
2025 Q2	$517K	Hold	8,236	–	–	0.16%	78
2025 Q1	$480K	Buy	8,236 +700	+9%	+$40.8K	0.17%	79
2024 Q4	$437K	Hold	7,536	–	–	0.15%	85
2024 Q3	$473K	Sell	7,536 -5,100	-40%	-$302K	0.16%	80
2024 Q2	$723K	Sell	12,636 -500	-4%	-$28.3K	0.25%	68
2024 Q1	$743K	Buy	13,136 +5,100	+63%	+$284K	0.27%	66
2023 Q4	$447K	Sell	8,036 -1,200	-13%	-$64.3K	0.18%	74
2023 Q3	$493K	Hold	9,236	–	–	0.21%	67
2023 Q2	$508K	Hold	9,236	–	–	0.21%	68
2023 Q1	$504K	Sell	9,236 -7,398	-44%	-$401K	0.22%	66
2022 Q4	$882K	Sell	16,634 -31,258	-65%	-$1.64M	0.41%	56
2022 Q3	$2.43M	Sell	47,892 -16,200	-25%	-$885K	1.25%	23
2022 Q2	$3.55M	Sell	64,092 -16,446	-20%	-$950K	1.8%	17
2022 Q1	$4.92M	Sell	80,538 -8,180	-9%	-$507K	2.09%	14
2021 Q4	$5.57M	Sell	88,718 -10,870	-11%	-$685K	2.27%	14
2021 Q3	$6.24M	Sell	99,588 -18,080	-15%	-$1.14M	2.8%	12
2021 Q2	$7.55M	Sell	117,668 -48,268	-29%	-$3.08M	3.39%	9
2021 Q1	$10.5M	Sell	165,936 -38,508	-19%	-$2.43M	4.98%	4
2020 Q4	$12.5M	Buy	204,444 +1,526	+0.8%	+$89K	6.3%	2
2020 Q3	$11.2M	Buy	202,918 +2,417	+1%	+$133K	6.44%	1
2020 Q2	$10.4M	Buy	200,501 +6,187	+3%	+$313K	6.38%	1
2020 Q1	$9.12M	Buy	194,314 +9,372	+5%	+$506K	6.63%	1
2019 Q4	$10.8M	Buy	184,942 +3,472	+2%	+$202K	6.3%	1
2019 Q3	$10.4M	Buy	181,470 +2,304	+1%	+$132K	6.4%	1
2019 Q2	$10.5M	Buy	179,166 +10,144	+6%	+$592K	6.54%	1
2019 Q1	$10M	Buy	169,022 +35,800	+27%	+$2.09M	6.4%	1
2018 Q4	$7.44M	Sell	133,222 -6,944	-5%	-$390K	5.6%	2
2018 Q3	$8.31M	Buy	140,166 +1,633	+1%	+$95.8K	4.89%	3
2018 Q2	$8.01M	Buy	138,533 +1,713	+1%	+$104K	5.03%	3
2018 Q1	$8.53M	Buy	136,820 +2,441	+2%	+$152K	5.43%	2
2017 Q4	$8.16M	Buy	134,379 +3,827	+3%	+$228K	5%	3
2017 Q3	$7.58M	Buy	130,552 +56	+0%	+$3.22K	4.7%	3
2017 Q2	$7.23M	Buy	130,496 +4,938	+4%	+$271K	4.65%	3
2017 Q1	$6.72M	Buy	125,558 +8,915	+8%	+$461K	4.36%	4
2016 Q4	$5.71M	Sell	116,643 -5,814	-5%	-$298K	3.68%	6
2016 Q3	$6.62M	Buy	122,457 +1,240	+1%	+$66.1K	4.4%	4
2016 Q2	$6.25M	Sell	121,217 -200	-0.2%	-$10.1K	4.15%	4
2016 Q1	$6.24M	Buy	121,417 +21,775	+22%	+$1.03M	4.11%	5
2015 Q4	$4.85M	Sell	99,642 -7,634	-7%	-$390K	3.37%	7
2015 Q3	$5.34M	Buy	107,276 +2,670	+3%	+$141K	3.78%	6
2015 Q2	$6.03M	Buy	104,606 +2,350	+2%	+$143K	3.85%	4
2015 Q1	$6.03M	Buy	102,256 +2,960	+3%	+$171K	3.85%	4
2014 Q4	$5.62M	Buy	+99,296	New	+$5.82M	3.67%	7

Other funds holding EEMV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Neumann Capital Management's EEMV Position: Q2 2026 in Review

Neumann Capital Management held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q2 2026 at 8,236 shares worth $620K. The position accounts for 0.41% of the portfolio, ranked #39.

Neumann Capital Management first reported a position in EEMV in Q4 2014 and has held it in 47 quarters since. The position peaked at $12.5M in Q4 2020. 141 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Neumann Capital Management held 8,236 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $620K as of Q2 2026.
Neumann Capital Management left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.41% of Neumann Capital Management's portfolio in Q2 2026, its #39 holding.
Neumann Capital Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2014 and has held it in 47 quarters since.
Neumann Capital Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $12.5M in Q4 2020.
141 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.