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

Summit Financial’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 		$1.23M Buy
16,369
+105
+0.6% +$7.56K 0.01% 778
2026
Q1 		$1.05M Sell
16,264
-11
-0.1% -$730 0.01% 758
2025
Q4 		$1.04M Sell
16,275
-279
-2% -$18K 0.02% 661
2025
Q3 		$1.06M Hold
16,554
– – 0.02% 635
2025
Q2 		$1.04M Sell
16,554
-4,103
-20% -$247K 0.02% 412
2025
Q1 		$1.21M Buy
+20,657
New +$1.2M 0.03% 335

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

Summit Financial's EEMV Position: Q2 2026 in Review

Summit Financial increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.65% in Q2 2026, buying an estimated $7.56K and bringing the position to 16,369 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #778.

Summit Financial first reported a position in EEMV in Q1 2025 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Summit Financial held 16,369 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.23M as of Q2 2026.
  • Summit Financial bought 105 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $7.56K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #778 holding.
  • Summit Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.