Brio Consultants’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Brio Consultants’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	$1.29M	Sell	17,087 -212	-1%	-$15.3K	0.15%	69
2026 Q1	$1.24M	Sell	17,299 -651	-4%	-$43.2K	0.15%	69
2025 Q4	$1.15M	Sell	17,950 -179,493	-91%	-$11.6M	0.15%	68
2025 Q3	$12.6M	Buy	197,443 +472	+0.2%	+$29.9K	1.73%	12
2025 Q2	$12.4M	Buy	196,971 +2,799	+1%	+$168K	1.81%	11
2025 Q1	$11.3M	Sell	194,172 -34,628	-15%	-$2.02M	1.78%	14
2024 Q4	$13.3M	Sell	228,800 -52,581	-19%	-$3.18M	2.08%	13
2024 Q3	$17.6M	Sell	281,381 -17,338	-6%	-$1.03M	2.81%	10
2024 Q2	$17.1M	Buy	298,719 +2,130	+0.7%	+$121K	2.82%	11
2024 Q1	$16.8M	Buy	296,589 +7,138	+2%	+$398K	2.83%	11
2023 Q4	$16.1M	Sell	289,451 -3,150	-1%	-$169K	2.85%	11
2023 Q3	$15.6M	Buy	292,601 +5,843	+2%	+$321K	2.93%	11
2023 Q2	$15.8M	Buy	286,758 +10,057	+4%	+$556K	2.85%	12
2023 Q1	$15.1M	Buy	276,701 +13,215	+5%	+$716K	2.79%	13
2022 Q4	$14M	Buy	263,486 +18,141	+7%	+$949K	2.78%	13
2022 Q3	$12.3M	Sell	245,345 -20,256	-8%	-$1.11M	2.61%	13
2022 Q2	$14.4M	Buy	+265,601	New	+$15.3M	3.27%	11

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

Brio Consultants's EEMV Position: Q2 2026 in Review

Brio Consultants reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 1.2% in Q2 2026, selling an estimated $15.3K and leaving 17,087 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #69.

Brio Consultants first reported a position in EEMV in Q2 2022 and has held it in 17 quarters since. The position peaked at $17.6M in Q3 2024. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Brio Consultants held 17,087 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.29M as of Q2 2026.
Brio Consultants sold 212 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $15.3K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.15% of Brio Consultants's portfolio in Q2 2026, its #69 holding.
Brio Consultants first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and has held it in 17 quarters since.
Brio Consultants's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $17.6M in Q3 2024.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.