RSWM
EEMV icon

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 0.11% 155
2022
Q2 		$1.59M Buy
+28,785
New +$1.66M 0.16% 118

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 $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return