Samalin Investment Counsel’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Samalin Investment Counsel’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	$301K	Buy	4,004 +34	+0.9%	+$2.45K	0.09%	248
2026 Q1	$257K	Hold	3,970	–	–	0.09%	255
2025 Q4	$254K	Buy	+3,970	New	+$256K	0.09%	261
2023 Q1	–	Sell	-4,159	Closed	-$221K	–	266
2022 Q4	$221K	Buy	+4,159	New	+$218K	0.14%	208
2020 Q1	–	Sell	-173	Closed	-$10K	–	236
2019 Q4	$10K	Buy	+173	New	+$10K	0.01%	436

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

Samalin Investment Counsel's EEMV Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.86% in Q2 2026, buying an estimated $2.45K and bringing the position to 4,004 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #248.

Samalin Investment Counsel first reported a position in EEMV in Q4 2019 and has held it in 5 quarters since. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Samalin Investment Counsel held 4,004 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $301K as of Q2 2026.
Samalin Investment Counsel bought 34 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $2.45K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.09% of Samalin Investment Counsel's portfolio in Q2 2026, its #248 holding.
Samalin Investment Counsel first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and has held it in 5 quarters since.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.