BURKETT FINANCIAL SERVICES, LLC EEMV holdings history
ISHARES MSCI EMG MKT MIN VOL · CUSIP 464286533 · CIK 1762716
As of 2026-06-30, BURKETT FINANCIAL SERVICES, LLC reported 1.03K EEMV (shares), valued at $77.82K, or 0.02% of its reported non-derivative portfolio. Filed 2026-07-02.
Verify history & sources →Shares decreased 99.64%; reported value decreased 99.58%, and weight changed -6.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.02% | 1,033 | SEC filing ↗Filed Jul 2, 2026 |
| Q1 2026 | 6.42% | 289,513 | SEC filing ↗Filed Apr 1, 2026 |
| Q4 2025 | 6.29% | 287,720 | SEC filing ↗Filed Jan 5, 2026 |
| Q3 2025 | 6.13% | 278,782 | SEC filing ↗Filed Nov 24, 2025 |
| Q2 2025 | 6.22% | 275,092 | SEC filing ↗Filed Jul 1, 2025 |
| Q1 2025 | 6.49% | 273,176 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 6.23% | 262,630 | SEC filing ↗Filed Jan 6, 2025 |
| Q3 2024 | 6.63% | 255,904 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 7.33% | 249,664 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 7.13% | 244,409 | SEC filing ↗Filed Apr 1, 2024 |
| Q4 2023 | 7.34% | 237,141 | SEC filing ↗Filed Feb 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 7.34% | 237,141 | $13.18M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 7.13% | 244,409 | $13.83M | Shares increased 3.06%; reported value increased 4.92%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 1, 2024 |
| Q2 2024 | 7.33% | 249,664 | $14.28M | Shares increased 2.15%; reported value increased 3.27%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 6.63% | 255,904 | $16.05M | Shares increased 2.50%; reported value increased 12.34%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 6.23% | 262,630 | $15.23M | Shares increased 2.63%; reported value decreased 5.08%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 6, 2025 |
| Q1 2025 | 6.49% | 273,176 | $15.94M | Shares increased 4.02%; reported value increased 4.64%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 6.22% | 275,092 | $17.28M | Shares increased 0.70%; reported value increased 8.40%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 1, 2025 |
| Q3 2025 | 6.13% | 278,782 | $17.79M | Shares increased 1.34%; reported value increased 3.00%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 24, 2025 |
| Q4 2025 | 6.29% | 287,720 | $18.43M | Shares increased 3.21%; reported value increased 3.55%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 5, 2026 |
| Q1 2026 | 6.42% | 289,513 | $18.74M | Shares increased 0.62%; reported value increased 1.71%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 1, 2026 |
| Q2 2026 | 0.02% | 1,033 | $77.82K | Shares decreased 99.64%; reported value decreased 99.58%, and weight changed -6.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 2, 2026 |
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