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Synergy Investment Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Synergy Investment Management’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 		$90.6K Hold
1,203
– – 0.02% 283
2026
Q1 		$77.9K Buy
+1,203
New +$79.8K 0.03% 229
2025
Q2 		– Sell
-1,203
Closed -$70.2K – 214
2025
Q1 		$70.2K Buy
+1,203
New +$70.2K 0.03% 202

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

Synergy Investment Management's EEMV Position: Q2 2026 in Review

Synergy Investment Management held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q2 2026 at 1,203 shares worth $90.6K. The position accounts for 0.02% of the portfolio, ranked #283.

Synergy Investment Management first reported a position in EEMV in Q1 2025 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Synergy Investment Management held 1,203 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $90.6K as of Q2 2026.
  • Synergy Investment Management left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #283 holding.
  • Synergy Investment Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2025 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.