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

Cerity 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	$6.53M	Sell	86,794 -4,996	-5%	-$360K	0.01%	975
2026 Q1	$5.94M	Buy	91,790 +2,235	+2%	+$148K	0.01%	926
2025 Q4	$5.74M	Sell	89,555 -1,537	-2%	-$99.2K	0.01%	861
2025 Q3	$5.81M	Sell	91,092 -220	-0.2%	-$13.9K	0.01%	793
2025 Q2	$5.73M	Sell	91,312 -7,072	-7%	-$426K	0.01%	746
2025 Q1	$5.74M	Sell	98,384 -2,337	-2%	-$136K	0.01%	684
2024 Q4	$5.84M	Sell	100,721 -2,160	-2%	-$130K	0.01%	654
2024 Q3	$6.45M	Sell	102,881 -3,773	-4%	-$223K	0.01%	619
2024 Q2	$6.1M	Sell	106,654 -2,091	-2%	-$119K	0.02%	557
2024 Q1	$6.15M	Sell	108,745 -2,333	-2%	-$130K	0.02%	594
2023 Q4	$6.17M	Sell	111,078 -3,728	-3%	-$200K	0.02%	485
2023 Q3	$6.12M	Sell	114,806 -26,867	-19%	-$1.47M	0.03%	383
2023 Q2	$7.79M	Buy	+141,673	New	+$7.83M	0.03%	398

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

Cerity Partners's EEMV Position: Q2 2026 in Review

Cerity Partners reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 5.4% in Q2 2026, selling an estimated $360K and leaving 86,794 shares worth $6.53M. The position accounts for 0.01% of the portfolio, ranked #975.

Cerity Partners first reported a position in EEMV in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.79M in Q2 2023. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Cerity Partners held 86,794 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $6.53M as of Q2 2026.
Cerity Partners sold 4,996 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $360K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #975 holding.
Cerity Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
Cerity Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.79M in Q2 2023.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.