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

Smith Partners Wealth 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
2026 Q2	$363K	Sell	4,827 -120	-2%	-$8.64K	0.29%	49
2026 Q1	$320K	Buy	4,947 +622	+14%	+$41.3K	0.29%	54
2025 Q4	$277K	Buy	+4,325	New	+$279K	0.25%	55

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

Smith Partners Wealth Management's EEMV Position: Q2 2026 in Review

Smith Partners Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 2.4% in Q2 2026, selling an estimated $8.64K and leaving 4,827 shares worth $363K. The position accounts for 0.29% of the portfolio, ranked #49.

Smith Partners Wealth Management first reported a position in EEMV in Q4 2025 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Smith Partners Wealth Management held 4,827 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $363K as of Q2 2026.
Smith Partners Wealth Management sold 120 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $8.64K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.29% of Smith Partners Wealth Management's portfolio in Q2 2026, its #49 holding.
Smith Partners Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.