SFGP
EEMV icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s EEMV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) opened a new position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2026: 2,840 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #262 among its holdings. This is a return to the name: Stonebridge Financial Group (Pennsylvania) previously reported a position in EEMV as recently as Q1 2025.

Stonebridge Financial Group (Pennsylvania) first reported a position in EEMV in Q4 2024 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 2,840 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $214K as of Q2 2026.
  • iShares MSCI Emerging Markets Min Vol Factor ETF was a new Stonebridge Financial Group (Pennsylvania) position in Q2 2026.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #262 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.