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

Modera 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 		$10.8M Sell
142,812
-1,057
-0.7% -$76.1K 0.11% 124
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

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

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

Modera Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.73% in Q2 2026, selling an estimated $76.1K and leaving 142,812 shares worth $10.8M. The position accounts for 0.11% of the portfolio, ranked #124.

Modera Wealth Management first reported a position in EEMV in Q2 2023 and has held it in 13 quarters since. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • Modera Wealth Management held 142,812 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $10.8M as of Q2 2026.
  • Modera Wealth Management sold 1,057 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $76.1K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.11% of Modera Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Modera Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.