SageView Advisory Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

SageView Advisory Group’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	$748K	Sell	9,930 -113	-1%	-$8.13K	0.02%	287
2026 Q1	$650K	Sell	10,043 -178	-2%	-$11.8K	0.02%	293
2025 Q4	$655K	Buy	10,221 +72	+0.7%	+$4.64K	0.02%	315
2025 Q3	$648K	Sell	10,149 -156	-2%	-$9.87K	0.02%	334
2025 Q2	$645K	Sell	10,305 -478	-4%	-$28.8K	0.02%	320
2025 Q1	$629K	Sell	10,783 -421	-4%	-$24.6K	0.03%	297
2024 Q4	$650K	Sell	11,204 -1,034	-8%	-$62.5K	0.03%	296
2024 Q3	$767K	Sell	12,238 -534	-4%	-$31.6K	0.04%	233
2024 Q2	$731K	Buy	+12,772	New	+$724K	0.03%	273
2024 Q1	–	Sell	-19,713	Closed	-$1.08M	–	574
2023 Q4	$1.08M	Sell	19,713 -17,735	-47%	-$951K	0.05%	239
2023 Q3	$2M	Sell	37,448 -17,391	-32%	-$954K	0.11%	112
2023 Q2	$3.02M	Sell	54,839 -27,430	-33%	-$1.52M	0.17%	84
2023 Q1	$4.49M	Sell	82,269 -46,033	-36%	-$2.49M	0.29%	53
2022 Q4	$6.81M	Buy	+128,302	New	+$6.71M	0.55%	39

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

SageView Advisory Group's EEMV Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 1.1% in Q2 2026, selling an estimated $8.13K and leaving 9,930 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #287.

SageView Advisory Group first reported a position in EEMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.81M in Q4 2022. 354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

SageView Advisory Group held 9,930 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $748K as of Q2 2026.
SageView Advisory Group sold 113 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $8.13K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #287 holding.
SageView Advisory Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6.81M in Q4 2022.
354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.