Johnson & White Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Johnson & White Wealth Management’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	$2.24M	Sell	29,761 -1,226	-4%	-$88.2K	0.84%	27
2026 Q1	$2.01M	Sell	30,987 -327	-1%	-$21.7K	0.85%	27
2025 Q4	$2.01M	Buy	31,314 +561	+2%	+$36.2K	0.87%	27
2025 Q3	$1.96M	Buy	30,753 +217	+0.7%	+$13.7K	0.9%	28
2025 Q2	$1.92M	Buy	30,536 +1,155	+4%	+$69.5K	0.97%	27
2025 Q1	$1.71M	Buy	29,381 +577	+2%	+$33.7K	0.96%	27
2024 Q4	$1.67M	Buy	+28,804	New	+$1.74M	1.01%	29
2024 Q2	–	Sell	-27,028	Closed	-$1.53M	–	58
2024 Q1	$1.53M	Sell	27,028 -4,406	-14%	-$246K	1.11%	27
2023 Q4	$1.75M	Sell	31,434 -1,913	-6%	-$103K	1.45%	22
2023 Q3	$1.78M	Buy	+33,347	New	+$1.83M	1.61%	19
2023 Q2	–	Sell	-35,110	Closed	-$1.92M	–	46
2023 Q1	$1.92M	Buy	+35,110	New	+$1.9M	1.71%	18
2022 Q4	–	Sell	-34,896	Closed	-$1.77M	–	90
2022 Q3	$1.77M	Buy	+34,896	New	+$1.91M	2%	17

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

Johnson & White Wealth Management's EEMV Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 4% in Q2 2026, selling an estimated $88.2K and leaving 29,761 shares worth $2.24M. The position accounts for 0.84% of the portfolio, ranked #27.

Johnson & White Wealth Management first reported a position in EEMV in Q3 2022 and has held it in 12 quarters since. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Johnson & White Wealth Management held 29,761 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $2.24M as of Q2 2026.
Johnson & White Wealth Management sold 1,226 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $88.2K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.84% of Johnson & White Wealth Management's portfolio in Q2 2026, its #27 holding.
Johnson & White Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and has held it in 12 quarters since.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.