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WCG Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

WCG Wealth Advisors’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 Sell
16,311
-179
-1% -$12.9K 0.03% 371
2026
Q1 		$1.07M Buy
16,490
+324
+2% +$21.5K 0.03% 370
2025
Q4 		$1.04M Sell
16,166
-902
-5% -$58.2K 0.03% 356
2025
Q3 		$1.09M Sell
17,068
-692
-4% -$43.8K 0.07% 222
2025
Q2 		$1.12M Buy
17,760
+2
+0% +$120 0.07% 219
2025
Q1 		$1.04M Sell
17,758
-525
-3% -$30.6K 0.08% 196
2024
Q4 		$1.06M Sell
18,283
-246
-1% -$14.9K 0.07% 206
2024
Q3 		$1.16M Sell
18,529
-702
-4% -$41.6K 0.08% 210
2024
Q2 		$1.1M Sell
19,231
-102
-0.5% -$5.78K 0.08% 187
2024
Q1 		$1.09M Sell
19,333
-331
-2% -$18.4K 0.09% 175
2023
Q4 		$1.09M Sell
19,664
-1,133
-5% -$60.8K 0.08% 192
2023
Q3 		$1.11M Buy
20,797
+511
+3% +$28K 0.08% 189
2023
Q2 		$1.11M Buy
20,286
+930
+5% +$51.4K 0.13% 105
2023
Q1 		$1.06M Sell
19,356
-985
-5% -$53.4K 0.14% 110
2022
Q4 		$1.08M Sell
20,341
-698
-3% -$36.5K 0.15% 103
2022
Q3 		$1.07M Buy
+21,039
New +$1.15M 0.14% 116

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

WCG Wealth Advisors's EEMV Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 1.1% in Q2 2026, selling an estimated $12.9K and leaving 16,311 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #371.

WCG Wealth Advisors first reported a position in EEMV in Q3 2022 and has held it in 16 quarters since. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • WCG Wealth Advisors held 16,311 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.23M as of Q2 2026.
  • WCG Wealth Advisors sold 179 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $12.9K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #371 holding.
  • WCG Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.