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Smallwood Wealth Investment Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Smallwood Wealth Investment Management’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
Q3 		– Sell
-31
Closed -$1.95K – 544
2025
Q2 		$1.95K Buy
+31
New +$1.86K ﹤0.01% 405

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Smallwood Wealth Investment Management's EEMV Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2025, closing a stake of 31 shares — an estimated $1.95K sold.

Smallwood Wealth Investment Management first reported a position in EEMV in Q2 2025 and held it in 1 quarter. The position peaked at $1.95K in Q2 2025. 346 funds tracked by Wall St. Rank hold EEMV as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 31 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2025, an estimated $1.95K.
  • Smallwood Wealth Investment Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.95K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.