RFP
EEMV icon

Root Financial Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-294
Closed -$18.8K – 2460
2025
Q3 		$18.8K Buy
+294
New +$18.6K ﹤0.01% 1152

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Root Financial Partners's EEMV Position: Q4 2025 in Review

Root Financial Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2025, closing a stake of 294 shares — an estimated $18.8K sold.

Root Financial Partners first reported a position in EEMV in Q3 2025 and held it in 1 quarter. The position peaked at $18.8K in Q3 2025. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2025.

  • Root Financial Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 294 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2025, an estimated $18.8K.
  • Root Financial Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $18.8K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.