Cape Investment Advisory’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Cape Investment Advisory’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	$602	Buy	+8	New	+$576	﹤0.01%	1386

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

Cape Investment Advisory's EEMV Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2026: 8 shares worth $602. The stake represents ﹤0.01% of the portfolio and ranks #1386 among its holdings.

354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Cape Investment Advisory held 8 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $602 as of Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF was a new Cape Investment Advisory position in Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1386 holding.
354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.