Cerity Partners
EEMV icon

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
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

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Morgan Stanley
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WBG
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return