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 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%	+$87.3K	0.02%	590
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

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

Sowell Financial Services's EEMV Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 1.9% in Q2 2026, selling an estimated $4.97K and leaving 3,495 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #930.

Sowell Financial Services first reported a position in EEMV in Q4 2018 and has held it in 24 quarters since. The position peaked at $6.73M in Q2 2022. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Sowell Financial Services held 3,495 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $263K as of Q2 2026.
Sowell Financial Services sold 69 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $4.97K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #930 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 24 quarters since.
Sowell Financial Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6.73M in Q2 2022.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.