SWP
EEMV icon

Sagespring Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sagespring Wealth 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
2026
Q2 		$957K Buy
12,715
+5
+0% +$360 0.01% 360
2026
Q1 		$823K Sell
12,710
-78
-0.6% -$5.18K 0.02% 374
2025
Q4 		$819K Sell
12,788
-22
-0.2% -$1.42K 0.01% 345
2025
Q3 		$818K Sell
12,810
-4
-0% -$253 0.02% 341
2025
Q2 		$805K Sell
12,814
-5,210
-29% -$313K 0.02% 329
2025
Q1 		$1.05M Sell
18,024
-7,758
-30% -$453K 0.03% 237
2024
Q4 		$1.5M Buy
+25,782
New +$1.56M 0.04% 168

Other funds holding EEMV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

Sagespring Wealth Partners's EEMV Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.04% in Q2 2026, buying an estimated $360 and bringing the position to 12,715 shares worth $957K. The position accounts for 0.01% of the portfolio, ranked #360.

Sagespring Wealth Partners first reported a position in EEMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2024. 220 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Sagespring Wealth Partners held 12,715 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $957K as of Q2 2026.
  • Sagespring Wealth Partners bought 5 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $360.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #360 holding.
  • Sagespring Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.5M in Q4 2024.
  • 220 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.