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
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 $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SageView Advisory Group's EEMV Position: Q4 2025 in Review

SageView Advisory Group increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.71% in Q4 2025, buying an estimated $4.64K and bringing the position to 10,221 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #315.

SageView Advisory Group first reported a position in EEMV in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.81M in Q4 2022. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2025.

SageView Advisory Group held 10,221 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $655K as of Q4 2025.
SageView Advisory Group bought 72 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2025, an estimated $4.64K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #315 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 12 quarters since.
SageView Advisory Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6.81M in Q4 2022.
350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.