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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$506K	Sell	7,819 -98	-1%	-$6.5K	﹤0.01%	893
2025 Q4	$507K	Buy	+7,917	New	+$511K	﹤0.01%	873
2025 Q2	$550K	Buy	8,763 +305	+4%	+$18.4K	﹤0.01%	748
2025 Q1	$493K	Sell	8,458 -1,428	-14%	-$83.3K	﹤0.01%	712
2024 Q4	$573K	Buy	9,886 +1,592	+19%	+$96.2K	﹤0.01%	650
2024 Q3	$520K	Sell	8,294 -105	-1%	-$6.22K	﹤0.01%	684
2024 Q2	$480K	Sell	8,399 -346	-4%	-$19.6K	0.01%	544
2024 Q1	$495K	Sell	8,745 -152	-2%	-$8.47K	0.01%	511
2023 Q4	$495K	Sell	8,897 -1,023	-10%	-$54.9K	0.01%	490
2023 Q3	$529K	Sell	9,920 -143,935	-94%	-$7.9M	0.01%	454
2023 Q2	$710K	Buy	153,855 +59,609	+63%	+$3.3M	0.01%	392
2023 Q1	$3.72M	Buy	+94,246	New	+$5.11M	0.06%	164