IAA
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Independent Advisor Alliance’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Independent Advisor Alliance’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 		– Sell
-4,984
Closed -$323K – 1180
2026
Q1 		$323K Buy
+4,984
New +$331K ﹤0.01% 1290
2025
Q1 		– Sell
-10,334
Closed -$599K – 935
2024
Q4 		$599K Buy
+10,334
New +$624K 0.01% 896
2020
Q1 		– Sell
-3,718
Closed -$218K – 506
2019
Q4 		$218K Buy
+3,718
New +$216K 0.01% 797

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Advisor Alliance's EEMV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2026, closing a stake of 4,984 shares — an estimated $323K sold.

Independent Advisor Alliance first reported a position in EEMV in Q4 2019 and held it in 3 quarters. The position peaked at $599K in Q4 2024. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,984 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $323K.
  • Independent Advisor Alliance first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
  • Independent Advisor Alliance's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $599K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.