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Appleton Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Appleton Partners’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 		$375K Hold
4,987
– – 0.02% 223
2026
Q1 		$323K Hold
4,987
– – 0.02% 226
2025
Q4 		$319K Hold
4,987
– – 0.02% 227
2025
Q3 		$318K Hold
4,987
– – 0.02% 227
2025
Q2 		$313K Buy
+4,987
New +$300K 0.02% 221

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

Appleton Partners's EEMV Position: Q2 2026 in Review

Appleton Partners held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q2 2026 at 4,987 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #223.

Appleton Partners first reported a position in EEMV in Q2 2025 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Appleton Partners held 4,987 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $375K as of Q2 2026.
  • Appleton Partners 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 Appleton Partners's portfolio in Q2 2026, its #223 holding.
  • Appleton Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.