Pinnacle Wealth Planning Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$1.92K	Hold	26	–	–	﹤0.01%	2491
2026 Q2	$1.96K	Hold	26	–	–	﹤0.01%	2483
2026 Q1	$1.68K	Hold	26	–	–	﹤0.01%	2473
2025 Q4	$1.66K	Buy	+26	New	+$1.68K	﹤0.01%	2516
2018 Q2	–	Sell	-3,968	Closed	-$247K	–	184
2018 Q1	$247K	Sell	3,968 -922	-19%	-$57.6K	0.25%	133
2017 Q4	$297K	Buy	+4,890	New	+$291K	0.61%	32

Other funds holding EEMV

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

JMAC Enterprises Newtown, Pennsylvania $593M AUM 15.15% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's EEMV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q3 2026 at 26 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

Pinnacle Wealth Planning Services first reported a position in EEMV in Q4 2017 and has held it in 6 quarters since. The position peaked at $297K in Q4 2017. 119 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

Pinnacle Wealth Planning Services held 26 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.92K as of Q3 2026.
Pinnacle Wealth Planning Services left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2491 holding.
Pinnacle Wealth Planning Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $297K in Q4 2017.
119 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.