Morton Brown Family Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Morton Brown Family Wealth’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	$407K	Hold	5,400	–	–	0.09%	44
2026 Q1	$350K	Hold	5,400	–	–	0.09%	41
2025 Q4	$346K	Sell	5,400 -61	-1%	-$3.94K	0.09%	43
2025 Q3	$349K	Hold	5,461	–	–	0.1%	41
2025 Q2	$343K	Hold	5,461	–	–	0.1%	41
2025 Q1	$319K	Sell	5,461 -1,047	-16%	-$61.1K	0.11%	42
2024 Q4	$377K	Sell	6,508 -124	-2%	-$7.49K	0.13%	40
2024 Q3	$416K	Hold	6,632	–	–	0.15%	37
2024 Q2	$388K	Sell	6,632 -1,538	-19%	-$87.2K	0.15%	39
2024 Q1	$462K	Sell	8,170 -756	-8%	-$42.1K	0.19%	34
2023 Q4	$496K	Sell	8,926 -675	-7%	-$36.2K	0.22%	34
2023 Q3	$512K	Sell	9,601 -4,260	-31%	-$234K	0.26%	32
2023 Q2	$762K	Sell	13,861 -1,117	-7%	-$61.8K	0.41%	26
2023 Q1	$817K	Sell	14,978 -692	-4%	-$37.5K	0.49%	25
2022 Q4	$831K	Sell	15,670 -9,694	-38%	-$507K	0.57%	25
2022 Q3	$1.28M	Sell	25,364 -8,769	-26%	-$479K	1.02%	18
2022 Q2	$1.89M	Sell	34,133 -646	-2%	-$37.3K	1.47%	15
2022 Q1	$2.12M	Buy	34,779 +3,662	+12%	+$227K	1.6%	14
2021 Q4	$1.96M	Buy	+31,117	New	+$1.96M	1.5%	14

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

Morton Brown Family Wealth's EEMV Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q2 2026 at 5,400 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #44.

Morton Brown Family Wealth first reported a position in EEMV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.12M in Q1 2022. 354 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Morton Brown Family Wealth held 5,400 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $407K as of Q2 2026.
Morton Brown Family Wealth 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 0.09% of Morton Brown Family Wealth's portfolio in Q2 2026, its #44 holding.
Morton Brown Family Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.12M in Q1 2022.
354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.