Wealthspire Advisors (New York)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Wealthspire Advisors (New York)’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	-519	Closed	-$33.1K	–	1546
2025 Q3	$33.1K	Buy	+519	New	+$32.8K	﹤0.01%	1408
2024 Q4	–	Sell	-3,478	Closed	-$218K	–	807
2024 Q3	$218K	Sell	3,478 -224	-6%	-$13.3K	﹤0.01%	692
2024 Q2	$212K	Sell	3,702 -592	-14%	-$33.6K	﹤0.01%	610
2024 Q1	$243K	Sell	4,294 -8,388	-66%	-$467K	﹤0.01%	553
2023 Q4	$705K	Sell	12,682 -160	-1%	-$8.58K	0.01%	366
2023 Q3	$685K	Buy	12,842 +82	+0.6%	+$4.5K	0.01%	339
2023 Q2	$702K	Sell	12,760 -284	-2%	-$15.7K	0.01%	309
2023 Q1	$712K	Sell	13,044 -1,288	-9%	-$69.8K	0.01%	304
2022 Q4	$760K	Sell	14,332 -5,626	-28%	-$294K	0.01%	305
2022 Q3	$1.01M	Buy	19,958 +12,708	+175%	+$694K	0.02%	226
2022 Q2	$402K	Buy	+7,250	New	+$419K	0.01%	350
2021 Q4	–	Sell	-7,250	Closed	-$454K	–	566
2021 Q3	$454K	Buy	+7,250	New	+$456K	0.01%	374

Other funds holding EEMV

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

BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s EEMV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2025, closing a stake of 519 shares — an estimated $33.1K sold.

Wealthspire Advisors (New York) first reported a position in EEMV in Q3 2021 and held it in 12 quarters. The position peaked at $1.01M in Q3 2022. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 519 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2025, an estimated $33.1K.
Wealthspire Advisors (New York) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2021 and held it in 12 quarters.
Wealthspire Advisors (New York)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.01M in Q3 2022.
350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.