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
2025
Q2
$550K Buy
2025
Q1
$493K Sell
2024
Q4
$573K Buy
2024
Q3
$520K Sell
2024
Q2
$480K Sell
2024
Q1
$495K Sell
2023
Q4
$495K Sell
2023
Q3
$529K Sell
2023
Q2
$710K Buy
2023
Q1
$3.72M Buy