Avaii Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Avaii Wealth Management’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	$334K	Sell	4,431 -178	-4%	-$12.8K	0.1%	131
2026 Q1	$298K	Hold	4,609	–	–	0.1%	122
2025 Q4	$295K	Sell	4,609 -5	-0.1%	-$323	0.11%	112
2025 Q3	$295K	Sell	4,614 -130	-3%	-$8.22K	0.11%	110
2025 Q2	$298K	Hold	4,744	–	–	0.13%	99
2025 Q1	$277K	Buy	4,744 +7	+0.1%	+$408	0.15%	92
2024 Q4	$275K	Sell	4,737 -221	-4%	-$13.3K	0.14%	104
2024 Q3	$311K	Sell	4,958 -3,700	-43%	-$219K	0.16%	93
2024 Q2	$495K	Sell	8,658 -623	-7%	-$35.3K	0.27%	61
2024 Q1	$525K	Sell	9,281 -1,068	-10%	-$59.5K	0.31%	61
2023 Q4	$575K	Sell	10,349 -160	-2%	-$8.58K	0.38%	59
2023 Q3	$561K	Buy	10,509 +1,336	+15%	+$73.3K	0.42%	52
2023 Q2	$504K	Buy	9,173 +2,507	+38%	+$139K	0.39%	61
2023 Q1	$364K	Buy	6,666 +849	+15%	+$46K	0.32%	75
2022 Q4	$309K	Sell	5,817 -183	-3%	-$9.57K	0.28%	88
2022 Q3	$304K	Buy	6,000 +301	+5%	+$16.4K	0.32%	74
2022 Q2	$316K	Buy	5,699 +414	+8%	+$23.9K	0.34%	68
2022 Q1	$323K	Hold	5,285	–	–	0.3%	67
2021 Q4	$332K	Buy	+5,285	New	+$333K	0.33%	69

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avaii Wealth Management's EEMV Position: Q2 2026 in Review

Avaii Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 3.9% in Q2 2026, selling an estimated $12.8K and leaving 4,431 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #131.

Avaii Wealth Management first reported a position in EEMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $575K in Q4 2023. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Avaii Wealth Management held 4,431 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $334K as of Q2 2026.
Avaii Wealth Management sold 178 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $12.8K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.1% of Avaii Wealth Management's portfolio in Q2 2026, its #131 holding.
Avaii Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
Avaii Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $575K in Q4 2023.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.