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

Simplicity Wealth’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 Q2	–	Sell	-3,586	Closed	-$209K	–	615
2025 Q1	$209K	Sell	3,586 -420	-10%	-$24.5K	0.02%	519
2024 Q4	$232K	Sell	4,006 -795	-17%	-$48K	0.05%	283
2024 Q3	$301K	Sell	4,801 -30,668	-86%	-$1.82M	0.03%	388
2024 Q2	$2.03M	Buy	35,469 +2,349	+7%	+$133K	0.05%	355
2024 Q1	$1.87M	Buy	+33,120	New	+$1.85M	0.04%	366
2023 Q1	–	Sell	-14,237	Closed	-$755K	–	73
2022 Q4	$755K	Buy	+14,237	New	+$745K	0.67%	26

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Simplicity Wealth's EEMV Position: Q2 2025 in Review

Simplicity Wealth sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2025, closing a stake of 3,586 shares — an estimated $209K sold.

Simplicity Wealth first reported a position in EEMV in Q4 2022 and held it in 6 quarters. The position peaked at $2.03M in Q2 2024. 340 funds tracked by Wall St. Rank hold EEMV as of Q2 2025.

Simplicity Wealth reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Simplicity Wealth sold 3,586 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2025, an estimated $209K.
Simplicity Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and held it in 6 quarters.
Simplicity Wealth's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.03M in Q2 2024.
340 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.