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

Optima Capital’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
Q1 		– Sell
-8
Closed -$512 – 492
2025
Q4 		$512 Buy
+8
New +$516 ﹤0.01% 1214

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optima Capital's EEMV Position: Q1 2026 in Review

Optima Capital sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2026, closing a stake of 8 shares — an estimated $512 sold.

Optima Capital first reported a position in EEMV in Q4 2025 and held it in 1 quarter. The position peaked at $512 in Q4 2025. 344 funds tracked by Wall St. Rank hold EEMV as of Q1 2026.

  • Optima Capital reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 8 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2026, an estimated $512.
  • Optima Capital first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $512 in Q4 2025.
  • 344 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.