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

EP Wealth 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	$653K	Buy	8,676 +857	+11%	+$61.7K	﹤0.01%	908
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

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

EP Wealth Advisors's EEMV Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 11% in Q2 2026, buying an estimated $61.7K and bringing the position to 8,676 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

EP Wealth Advisors first reported a position in EEMV in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.72M in Q1 2023. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

EP Wealth Advisors held 8,676 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $653K as of Q2 2026.
EP Wealth Advisors bought 857 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $61.7K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #908 holding.
EP Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.72M in Q1 2023.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

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