Foundations Investment Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Foundations Investment 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 Q1	–	Sell	-40,467	Closed	-$2.59M	–	1185
2025 Q4	$2.59M	Buy	+40,467	New	+$2.61M	0.03%	306
2023 Q2	–	Sell	-4,640	Closed	-$253K	–	584
2023 Q1	$253K	Sell	4,640 -320,812	-99%	-$17.4M	0.01%	428
2022 Q4	$17.3M	Buy	325,452 +60,843	+23%	+$3.18M	0.69%	26
2022 Q3	$13.4M	Buy	264,609 +124,337	+89%	+$6.79M	0.58%	27
2022 Q2	$7.7M	Buy	+140,272	New	+$8.1M	0.32%	37

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Foundations Investment Advisors's EEMV Position: Q1 2026 in Review

Foundations Investment Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2026, closing a stake of 40,467 shares — an estimated $2.59M sold.

Foundations Investment Advisors first reported a position in EEMV in Q2 2022 and held it in 5 quarters. The position peaked at $17.3M in Q4 2022. 344 funds tracked by Wall St. Rank hold EEMV as of Q1 2026.

Foundations Investment Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 40,467 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2026, an estimated $2.59M.
Foundations Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 5 quarters.
Foundations Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $17.3M in Q4 2022.
344 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.