O'Rourke & Company’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

O'Rourke & Company’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	$388K	Buy	5,148 +7	+0.1%	+$504	0.14%	126
2026 Q1	$333K	Buy	5,141 +353	+7%	+$23.4K	0.13%	129
2025 Q4	$307K	Buy	4,788 +12	+0.3%	+$774	0.12%	138
2025 Q3	$305K	Hold	4,776	–	–	0.13%	132
2025 Q2	$300K	Buy	4,776 +37	+0.8%	+$2.23K	0.14%	130
2025 Q1	$276K	Hold	4,739	–	–	0.14%	131
2024 Q4	$275K	Buy	4,739 +18	+0.4%	+$1.09K	0.13%	133
2024 Q3	$296K	Hold	4,721	–	–	0.15%	119
2024 Q2	$270K	Buy	4,721 +8	+0.2%	+$454	0.15%	122
2024 Q1	$267K	Buy	+4,713	New	+$263K	0.16%	125

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

O'Rourke & Company's EEMV Position: Q2 2026 in Review

O'Rourke & Company increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.14% in Q2 2026, buying an estimated $504 and bringing the position to 5,148 shares worth $388K. The position accounts for 0.14% of the portfolio, ranked #126.

O'Rourke & Company first reported a position in EEMV in Q1 2024 and has held it in 10 quarters since. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

O'Rourke & Company held 5,148 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $388K as of Q2 2026.
O'Rourke & Company bought 7 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $504.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.14% of O'Rourke & Company's portfolio in Q2 2026, its #126 holding.
O'Rourke & Company first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.