Sowell Financial Services
EEMV icon

Sowell Financial Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sowell Financial Services’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
Q3 		$250K Sell
3,382
-113
-3% -$8.37K 0.01% 955
2026
Q2 		$263K Sell
3,495
-69
-2% -$4.97K 0.01% 930
2026
Q1 		$231K Buy
3,564
+339
+11% +$22.5K 0.01% 954
2025
Q4 		$207K Sell
3,225
-17
-0.5% -$1.1K 0.01% 1019
2025
Q3 		$207K Buy
3,242
+1
+0% +$63 0.01% 995
2025
Q2 		$204K Sell
3,241
-273
-8% -$16.4K 0.01% 968
2025
Q1 		$205K Buy
+3,514
New +$205K 0.01% 924
2024
Q4 		– Sell
-13,773
Closed -$864K – 531
2024
Q3 		$864K Sell
13,773
-899
-6% -$53.2K 0.04% 361
2024
Q2 		$839K Sell
14,672
-2,894
-16% -$164K 0.04% 360
2024
Q1 		$994K Sell
17,566
-7,203
-29% -$401K 0.05% 343
2023
Q4 		$1.38M Buy
24,769
+721
+3% +$38.7K 0.07% 279
2023
Q3 		$1.28M Buy
24,048
+5,402
+29% +$296K 0.08% 272
2023
Q2 		$1.02M Buy
18,646
+12,050
+183% +$666K 0.06% 354
2023
Q1 		$360K Sell
6,596
-13,319
-67% -$721K 0.03% 515
2022
Q4 		$1.06M Buy
+19,915
New +$1.04M 0.07% 308
2022
Q3 		– Sell
-153,444
Closed -$6.73M – 417
2022
Q2 		$6.73M Buy
+153,444
New +$8.86M 0.62% 31
2021
Q2 		– Sell
-9,172
Closed -$582K – 1125
2021
Q1 		$582K Buy
9,172
+1,381
+18% +$87.2K 0.02% 593
2020
Q4 		$476K Buy
7,791
+84
+1% +$4.9K 0.02% 540
2020
Q3 		$425K Buy
7,707
+598
+8% +$33K 0.02% 507
2020
Q2 		$370K Sell
7,109
-44,438
-86% -$2.25M 0.02% 539
2020
Q1 		$2.42M Buy
51,547
+44,791
+663% +$2.42M 0.18% 128
2019
Q4 		$396K Buy
6,756
+477
+8% +$27.7K 0.03% 514
2019
Q3 		$358K Buy
+6,279
New +$361K 0.03% 491
2019
Q1 		$300K Hold
5,055
– – 0.03% 454
2018
Q4 		$282K Buy
+5,055
New +$284K 0.04% 399

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Modera Wealth Management
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CX Institutional
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Brookstone Capital Management
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Wealth Enhancement Advisory Services
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Well Done LLC
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Mather Group
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Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Sowell Financial Services's EEMV Position: Q3 2026 in Review

Sowell Financial Services reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 3.2% in Q3 2026, selling an estimated $8.37K and leaving 3,382 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #955.

Sowell Financial Services first reported a position in EEMV in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.73M in Q2 2022. 119 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

  • Sowell Financial Services held 3,382 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $250K as of Q3 2026.
  • Sowell Financial Services sold 113 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2026, an estimated $8.37K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #955 holding.
  • Sowell Financial Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and has held it in 25 quarters since.
  • Sowell Financial Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6.73M in Q2 2022.
  • 119 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.