Robertson Stephens Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Robertson Stephens Wealth 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 Q1	–	Sell	-7,536	Closed	-$483K	–	629
2025 Q4	$483K	Buy	7,536 +3,193	+74%	+$206K	0.01%	434
2025 Q3	$277K	Buy	+4,343	New	+$275K	0.01%	461
2023 Q3	–	Sell	-6,693	Closed	-$368K	–	448
2023 Q2	$368K	Sell	6,693 -486	-7%	-$26.9K	0.03%	324
2023 Q1	$392K	Sell	7,179 -25,234	-78%	-$1.37M	0.03%	325
2022 Q4	$1.72M	Buy	32,413 +12,953	+67%	+$678K	0.17%	124
2022 Q3	$986K	Sell	19,460 -9,325	-32%	-$509K	0.1%	155
2022 Q2	$1.59M	Buy	+28,785	New	+$1.66M	0.15%	118

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

Robertson Stephens Wealth Management's EEMV Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2026, closing a stake of 7,536 shares — an estimated $483K sold.

Robertson Stephens Wealth Management first reported a position in EEMV in Q2 2022 and held it in 7 quarters. The position peaked at $1.72M in Q4 2022. 345 funds tracked by Wall St. Rank hold EEMV as of Q1 2026.

Robertson Stephens Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 7,536 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2026, an estimated $483K.
Robertson Stephens Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 7 quarters.
Robertson Stephens Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.72M in Q4 2022.
345 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.