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 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%	-$9.86K	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

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

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

Perigon Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 7.7% in Q2 2026, selling an estimated $65.1K and leaving 10,863 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #672.

Perigon Wealth Management first reported a position in EEMV in Q3 2016 and has held it in 25 quarters since. The position peaked at $3.65M in Q4 2022. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Perigon Wealth Management held 10,863 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $818K as of Q2 2026.
Perigon Wealth Management sold 905 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $65.1K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #672 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 25 quarters since.
Perigon Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.65M in Q4 2022.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.