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

Mascoma 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	$181K	Hold	2,399	–	–	0.03%	101
2026 Q1	$155K	Hold	2,399	–	–	0.03%	110
2025 Q4	$154K	Hold	2,399	–	–	0.03%	105
2025 Q3	$153K	Hold	2,399	–	–	0.03%	107
2025 Q2	$151K	Hold	2,399	–	–	0.04%	104
2025 Q1	$140K	Hold	2,399	–	–	0.03%	110
2024 Q4	$139K	Hold	2,399	–	–	0.03%	114
2024 Q3	$150K	Hold	2,399	–	–	0.04%	109
2024 Q2	$137K	Hold	2,399	–	–	0.04%	114
2024 Q1	$136K	Hold	2,399	–	–	0.04%	118
2023 Q4	$133K	Hold	2,399	–	–	0.04%	118
2023 Q3	$128K	Hold	2,399	–	–	0.04%	121
2023 Q2	$132K	Hold	2,399	–	–	0.04%	122
2023 Q1	$134K	Sell	2,399 -56	-2%	-$3.03K	0.04%	141
2022 Q4	$130K	Hold	2,455	–	–	0.04%	142
2022 Q3	$124K	Buy	2,455 +56	+2%	+$3.06K	0.04%	148
2022 Q2	$133K	Hold	2,399	–	–	0.05%	147
2022 Q1	$146K	Hold	2,399	–	–	0.05%	145
2021 Q4	$151K	Hold	2,399	–	–	0.05%	125
2021 Q3	$150K	Buy	+2,399	New	+$151K	0.06%	122
2021 Q2	–	Sell	-2,399	Closed	-$152K	–	204
2021 Q1	$152K	Buy	+2,399	New	+$152K	0.07%	122
2019 Q3	–	Sell	-3,345	Closed	-$197K	–	151
2019 Q2	$197K	Buy	3,345 +2,549	+320%	+$149K	0.12%	78
2019 Q1	$47K	Hold	796	–	–	0.03%	155
2018 Q4	$44K	Sell	796 -600	-43%	-$33.7K	0.03%	150
2018 Q3	$83K	Buy	1,396 +1,146	+458%	+$67.2K	0.05%	133
2018 Q2	$14K	Hold	250	–	–	0.01%	250
2018 Q1	$16K	Buy	250 +50	+25%	+$3.12K	0.01%	237
2017 Q4	$13K	Hold	200	–	–	0.01%	247
2017 Q3	$12K	Buy	200 +55	+38%	+$3.16K	0.01%	268
2017 Q2	$8K	Buy	+145	New	+$7.96K	0.01%	298
2017 Q1	–	Sell	-24,700	Closed	-$1.21M	–	366
2016 Q4	$1.21M	Buy	+24,700	New	+$1.27M	0.89%	22

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

Mascoma Wealth Management's EEMV Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q2 2026 at 2,399 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #101.

Mascoma Wealth Management first reported a position in EEMV in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.21M in Q4 2016. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Mascoma Wealth Management held 2,399 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $181K as of Q2 2026.
Mascoma Wealth Management left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #101 holding.
Mascoma Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2016 and has held it in 31 quarters since.
Mascoma Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.21M in Q4 2016.
351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.