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

Summit Wealth Partners’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 		$275K Buy
3,656
+17
+0.5% +$1.22K 0.04% 242
2026
Q1 		$236K Hold
3,639
– – 0.04% 245
2025
Q4 		$233K Buy
3,639
+31
+0.9% +$2K 0.04% 186
2025
Q3 		$230K Hold
3,608
– – 0.04% 198
2025
Q2 		$227K Buy
3,608
+23
+0.6% +$1.38K 0.04% 201
2025
Q1 		$209K Sell
3,585
-54
-1% -$3.15K 0.04% 202
2024
Q4 		$211K Sell
3,639
-517
-12% -$31.2K 0.04% 195
2024
Q3 		$261K Sell
4,156
-449
-10% -$26.6K 0.05% 205
2024
Q2 		$263K Buy
4,605
+22
+0.5% +$1.25K 0.05% 191
2024
Q1 		$259K Hold
4,583
– – 0.06% 196
2023
Q4 		$255K Sell
4,583
-23
-0.5% -$1.23K 0.06% 182
2023
Q3 		$246K Sell
4,606
-450
-9% -$24.7K 0.06% 162
2023
Q2 		$278K Buy
5,056
+20
+0.4% +$1.11K 0.07% 153
2023
Q1 		$275K Sell
5,036
-268
-5% -$14.5K 0.07% 155
2022
Q4 		$281K Buy
5,304
+161
+3% +$8.42K 0.07% 148
2022
Q3 		$261K Sell
5,143
-1,235
-19% -$67.5K 0.07% 132
2022
Q2 		$354K Buy
6,378
+68
+1% +$3.93K 0.09% 114
2022
Q1 		$385K Sell
6,310
-702
-10% -$43.5K 0.09% 112
2021
Q4 		$440K Sell
7,012
-3,015
-30% -$190K 0.09% 104
2021
Q3 		$628K Sell
10,027
-8,401
-46% -$529K 0.15% 77
2021
Q2 		$1.18M Sell
18,428
-120,247
-87% -$7.68M 0.28% 52
2021
Q1 		$8.76M Buy
138,675
+3,566
+3% +$225K 2.25% 17
2020
Q4 		$8.25M Buy
135,109
+6,484
+5% +$378K 2.24% 16
2020
Q3 		$7.1M Sell
128,625
-2,810
-2% -$155K 2.13% 12
2020
Q2 		$6.83M Buy
131,435
+4,504
+4% +$228K 2.21% 14
2020
Q1 		$5.96M Sell
126,931
-13,034
-9% -$703K 2.42% 15
2019
Q4 		$8.21M Buy
+139,965
New +$8.12M 2.84% 13

Other funds holding EEMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Summit Wealth Partners's EEMV Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.47% in Q2 2026, buying an estimated $1.22K and bringing the position to 3,656 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #242.

Summit Wealth Partners first reported a position in EEMV in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.76M in Q1 2021. 164 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Summit Wealth Partners held 3,656 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $275K as of Q2 2026.
  • Summit Wealth Partners bought 17 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $1.22K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #242 holding.
  • Summit Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $8.76M in Q1 2021.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.