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 Q2	$693K	Sell	9,211 -406	-4%	-$29.2K	﹤0.01%	2018
2026 Q1	$619K	Buy	9,617 +230	+2%	+$15.3K	﹤0.01%	1912
2025 Q4	$601K	Buy	9,387 +2,457	+35%	+$159K	﹤0.01%	1774
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 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

Corient Private Wealth's EEMV Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 4.2% in Q2 2026, selling an estimated $29.2K and leaving 9,211 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Corient Private Wealth first reported a position in EEMV in Q3 2023 and has held it in 11 quarters since. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Corient Private Wealth held 9,211 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $693K as of Q2 2026.
Corient Private Wealth sold 406 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $29.2K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2018 holding.
Corient Private Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2023 and has held it in 11 quarters since.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.