Stephens Consulting’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Stephens Consulting’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	-244	Closed	-$15.3K	–	623
2025 Q2	$15.3K	Hold	244	–	–	﹤0.01%	288
2025 Q1	$14.2K	Hold	244	–	–	﹤0.01%	294
2024 Q4	$14.2K	Hold	244	–	–	﹤0.01%	312
2024 Q3	$15.3K	Hold	244	–	–	﹤0.01%	293
2024 Q2	$14K	Hold	244	–	–	﹤0.01%	302
2024 Q1	$13.8K	Sell	244 -252	-51%	-$14K	﹤0.01%	284
2023 Q4	$27.6K	Hold	496	–	–	0.01%	226
2023 Q3	$26.5K	Hold	496	–	–	0.01%	225
2023 Q2	$27.3K	Hold	496	–	–	0.01%	220
2023 Q1	$27.1K	Hold	496	–	–	0.02%	224
2022 Q4	$26.3K	Buy	496 +263	+113%	+$13.8K	0.02%	217
2022 Q3	$11.8K	Sell	233 -834	-78%	-$45.6K	0.01%	305
2022 Q2	$59.1K	Buy	+1,067	New	+$61.6K	0.05%	159

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Stephens Consulting's EEMV Position: Q3 2025 in Review

Stephens Consulting sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2025, closing a stake of 244 shares — an estimated $15.3K sold.

Stephens Consulting first reported a position in EEMV in Q2 2022 and held it in 13 quarters. The position peaked at $59.1K in Q2 2022. 346 funds tracked by Wall St. Rank hold EEMV as of Q3 2025.

Stephens Consulting reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 244 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2025, an estimated $15.3K.
Stephens Consulting first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 13 quarters.
Stephens Consulting's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $59.1K in Q2 2022.
346 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.