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Stonebridge Financial Group (Pennsylvania)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-2,840
Closed -$214K – 279
2026
Q2 		$214K Buy
+2,840
New +$204K 0.02% 262
2025
Q2 		– Sell
-1,768
Closed -$103K – 428
2025
Q1 		$103K Buy
1,768
+25
+1% +$1.46K 0.01% 292
2024
Q4 		$101K Buy
+1,743
New +$105K 0.01% 295

Other funds holding EEMV

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s EEMV Position: Q3 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2026, closing a stake of 2,840 shares — an estimated $214K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in EEMV in Q4 2024 and held it in 3 quarters. The position peaked at $214K in Q2 2026. 15 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,840 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2026, an estimated $214K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2024 and held it in 3 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $214K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q3 2026, filed 1 Oct 2026.