Modera Wealth Management’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
2026 Q1	$9.31M	Sell	143,869 -4,751	-3%	-$315K	0.11%	129
2025 Q4	$9.52M	Sell	148,620 -2,927	-2%	-$189K	0.11%	132
2025 Q3	$9.67M	Sell	151,547 -1,429	-0.9%	-$90.4K	0.11%	127
2025 Q2	$9.61M	Sell	152,976 -6,991	-4%	-$421K	0.12%	129
2025 Q1	$9.33M	Buy	159,967 +45	+0%	+$2.63K	0.13%	126
2024 Q4	$9.27M	Buy	159,922 +2,795	+2%	+$169K	0.11%	125
2024 Q3	$9.85M	Sell	157,127 -169	-0.1%	-$10K	0.13%	117
2024 Q2	$9M	Sell	157,296 -3,605	-2%	-$204K	0.13%	120
2024 Q1	$9.11M	Sell	160,901 -3,058	-2%	-$170K	0.14%	122
2023 Q4	$9.11M	Buy	163,959 +702	+0.4%	+$37.6K	0.15%	115
2023 Q3	$8.71M	Buy	163,257 +218	+0.1%	+$12K	0.16%	114
2023 Q2	$8.96M	Buy	+163,039	New	+$9.01M	0.16%	113