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

Valley Financial Group’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
2025 Q4	–	Sell	-3,596	Closed	-$230K	–	66
2025 Q3	$230K	Sell	3,596 -389	-10%	-$24.6K	0.13%	57
2025 Q2	$250K	Sell	3,985 -437	-10%	-$26.3K	0.15%	51
2025 Q1	$258K	Sell	4,422 -86	-2%	-$5.02K	0.17%	46
2024 Q4	$261K	Sell	4,508 -59	-1%	-$3.56K	0.18%	46
2024 Q3	$286K	Sell	4,567 -131	-3%	-$7.76K	0.2%	47
2024 Q2	$269K	Sell	4,698 -178	-4%	-$10.1K	0.2%	46
2024 Q1	$276K	Sell	4,876 -4,231	-46%	-$236K	0.21%	46
2023 Q4	$506K	Buy	+9,107	New	+$488K	0.4%	33

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valley Financial Group's EEMV Position: Q4 2025 in Review

Valley Financial Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2025, closing a stake of 3,596 shares — an estimated $230K sold.

Valley Financial Group first reported a position in EEMV in Q4 2023 and held it in 8 quarters. The position peaked at $506K in Q4 2023. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2025.

Valley Financial Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Valley Financial Group sold 3,596 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2025, an estimated $230K.
Valley Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2023 and held it in 8 quarters.
Valley Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $506K in Q4 2023.
350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2025.

Based on Valley Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.