Corient Private Wealth
EEMV icon

Corient Private Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Corient Private Wealth’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 		$619K Sell
9,617
-7,587
-44% -$503K ﹤0.01% 1912
2025
Q4 		$1.1M Buy
17,204
+10,274
+148% +$663K ﹤0.01% 1834
2025
Q3 		$442K Sell
6,930
-1,783
-20% -$113K ﹤0.01% 1870
2025
Q2 		$547K Buy
8,713
+456
+6% +$27.4K ﹤0.01% 1661
2025
Q1 		$482K Hold
8,257
– – ﹤0.01% 1616
2024
Q4 		$479K Sell
8,257
-58
-0.7% -$3.5K ﹤0.01% 1643
2024
Q3 		$521K Sell
8,315
-38
-0.5% -$2.25K ﹤0.01% 1716
2024
Q2 		$478K Buy
+8,353
New +$474K ﹤0.01% 1667
2024
Q1 		– Sell
-4,748
Closed -$264K – 2299
2023
Q4 		$264K Buy
4,748
+905
+24% +$48.5K ﹤0.01% 1929
2023
Q3 		$205K Buy
+3,843
New +$211K ﹤0.01% 1909

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
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