Claro Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Claro Advisors’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	$216K	Buy	+2,870	New	+$207K	0.02%	506
2023 Q4	–	Sell	-4,072	Closed	-$217K	–	397
2023 Q3	$217K	Sell	4,072 -72	-2%	-$3.95K	0.05%	331
2023 Q2	$228K	Sell	4,144 -220	-5%	-$12.2K	0.06%	325
2023 Q1	$238K	Buy	4,364 +250	+6%	+$13.5K	0.07%	284
2022 Q4	$218K	Buy	4,114 +151	+4%	+$7.9K	0.07%	266
2022 Q3	$220K	Hold	3,963	–	–	0.09%	236
2022 Q2	$220K	Sell	3,963 -330	-8%	-$19.1K	0.09%	236
2022 Q1	$270K	Hold	4,293	–	–	0.1%	210
2021 Q4	$270K	Buy	4,293 +42	+1%	+$2.65K	0.1%	210
2021 Q3	$266K	Hold	4,251	–	–	0.11%	191
2021 Q2	$273K	Sell	4,251 -25	-0.6%	-$1.6K	0.12%	178
2021 Q1	$270K	Buy	4,276 +80	+2%	+$5.05K	0.14%	167
2020 Q4	$256K	Sell	4,196 -140	-3%	-$8.17K	0.14%	169
2020 Q3	$239K	Sell	4,336 -95	-2%	-$5.25K	0.15%	163
2020 Q2	$230K	Sell	4,431 -1,078	-20%	-$54.5K	0.16%	157
2020 Q1	$258K	Sell	5,509 -1,020	-16%	-$55K	0.24%	127
2019 Q4	$383K	Buy	6,529 +1,043	+19%	+$60.5K	0.29%	94
2019 Q3	$313K	Buy	5,486 +15	+0.3%	+$862	0.28%	112
2019 Q2	$322K	Sell	5,471 -20	-0.4%	-$1.17K	0.3%	104
2019 Q1	$325K	Buy	5,491 +2,848	+108%	+$166K	0.32%	100
2018 Q4	$157K	Buy	+2,643	New	+$148K	0.13%	161

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

Claro Advisors's EEMV Position: Q2 2026 in Review

Claro Advisors opened a new position in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2026: 2,870 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #506 among its holdings. This is a return to the name: Claro Advisors previously reported a position in EEMV as recently as Q3 2023.

Claro Advisors first reported a position in EEMV in Q4 2018 and has held it in 21 quarters since. The position peaked at $383K in Q4 2019. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Claro Advisors held 2,870 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $216K as of Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF was a new Claro Advisors position in Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #506 holding.
Claro Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and has held it in 21 quarters since.
Claro Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $383K in Q4 2019.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.