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

Perigon 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 Q3	$804K	Hold	10,863	–	–	0.01%	681
2026 Q2	$818K	Sell	10,863 -905	-8%	-$65.1K	0.01%	672
2026 Q1	$762K	Sell	11,768 -8,261	-41%	-$548K	0.01%	618
2025 Q4	$1.28M	Buy	20,029 +1,178	+6%	+$76K	0.02%	470
2025 Q3	$1.2M	Buy	18,851 +3,201	+20%	+$202K	0.02%	461
2025 Q2	$983K	Sell	15,650 -281	-2%	-$16.9K	0.02%	472
2025 Q1	$929K	Sell	15,931 -169	-1%	-$9.9K	0.02%	467
2024 Q4	$927K	Buy	16,100 +57	+0.4%	+$3.44K	0.02%	463
2024 Q3	$1.01M	Sell	16,043 -4,081	-20%	-$242K	0.03%	431
2024 Q2	$1.15M	Sell	20,124 -12,192	-38%	-$691K	0.03%	341
2024 Q1	$1.83M	Buy	32,316 +671	+2%	+$37.4K	0.06%	261
2023 Q4	$1.76M	Sell	31,645 -4,489	-12%	-$241K	0.06%	243
2023 Q3	$1.93M	Buy	36,134 +2,124	+6%	+$117K	0.08%	210
2023 Q2	$1.87M	Buy	34,010 +27,378	+413%	+$1.51M	0.07%	213
2023 Q1	$362K	Sell	6,632 -62,197	-90%	-$3.37M	0.02%	476
2022 Q4	$3.65M	Buy	68,829 +13,813	+25%	+$723K	0.23%	102
2022 Q3	$2.79M	Buy	55,016 +2,090	+4%	+$114K	0.24%	90
2022 Q2	$2.93M	Buy	+52,926	New	+$3.06M	0.25%	87
2021 Q1	–	Sell	-902	Closed	-$55K	–	641
2020 Q4	$55K	Buy	+902	New	+$52.6K	0.01%	718
2018 Q2	–	Sell	-365	Closed	-$23K	–	338
2018 Q1	$23K	Hold	365	–	–	0.01%	417
2017 Q4	$22K	Hold	365	–	–	0.01%	398
2017 Q3	$21K	Hold	365	–	–	0.01%	443
2017 Q2	$20K	Hold	365	–	–	﹤0.01%	449
2017 Q1	$20K	Hold	365	–	–	﹤0.01%	466
2016 Q4	$19K	Hold	365	–	–	﹤0.01%	475
2016 Q3	$20K	Buy	+365	New	+$19.5K	0.01%	400

Other funds holding EEMV

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

JMAC Enterprises Newtown, Pennsylvania $593M AUM 15.15% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Idaho Trust Bank Boise, Idaho $332M AUM 9.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management's EEMV Position: Q3 2026 in Review

Perigon Wealth Management held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q3 2026 at 10,863 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #681.

Perigon Wealth Management first reported a position in EEMV in Q3 2016 and has held it in 26 quarters since. The position peaked at $3.65M in Q4 2022. 171 funds tracked by Wall St. Rank hold EEMV as of Q3 2026.

Perigon Wealth Management held 10,863 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $804K as of Q3 2026.
Perigon Wealth Management left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #681 holding.
Perigon Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2016 and has held it in 26 quarters since.
Perigon Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.65M in Q4 2022.
171 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.