Physician Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Physician Wealth Advisors’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 Q1	$1.49M	Sell	22,951 -555	-2%	-$36.8K	0.21%	58
2025 Q4	$1.51M	Sell	23,506 -769	-3%	-$49.6K	0.21%	57
2025 Q3	$1.55M	Sell	24,275 -2,665	-10%	-$169K	0.22%	55
2025 Q2	$1.69M	Sell	26,940 -1,037	-4%	-$62.4K	0.27%	53
2025 Q1	$1.63M	Sell	27,977 -1,010	-3%	-$58.9K	0.28%	52
2024 Q4	$1.68M	Sell	28,987 -3,414	-11%	-$206K	0.28%	52
2024 Q3	$1.99M	Sell	32,401 -3,225	-9%	-$191K	0.36%	43
2024 Q2	$2.1M	Sell	35,626 -1,593	-4%	-$90.3K	0.39%	43
2024 Q1	$2.05M	Sell	37,219 -2,251	-6%	-$125K	0.43%	39
2023 Q4	$2.12M	Sell	39,470 -653	-2%	-$35K	0.47%	34
2023 Q3	$2.12M	Sell	40,123 -1,749	-4%	-$96K	0.55%	32
2023 Q2	$2.31M	Buy	41,872 +518	+1%	+$28.6K	0.57%	31
2023 Q1	$2.29M	Sell	41,354 -43,500	-51%	-$2.36M	0.6%	30
2022 Q4	$4.72M	Sell	84,854 -5,642	-6%	-$295K	1.27%	21
2022 Q3	$4.72M	Sell	90,496 -5,062	-5%	-$277K	1.45%	15
2022 Q2	$5.32M	Sell	95,558 -12,405	-11%	-$716K	1.54%	14
2022 Q1	$6.4M	Sell	107,963 -2,150	-2%	-$133K	1.7%	12
2021 Q4	$6.92M	Buy	110,113 +40	+0%	+$2.52K	1.82%	11
2021 Q3	$7.01M	Sell	110,073 -298	-0.3%	-$18.7K	1.93%	11
2021 Q2	$6.94M	Sell	110,371 -3,745	-3%	-$239K	1.99%	11
2021 Q1	$7.24M	Sell	114,116 -1,372	-1%	-$86.7K	2.35%	9
2020 Q4	$7.45M	Sell	115,488 -3,909	-3%	-$228K	2.53%	8
2020 Q3	$6.63M	Sell	119,397 -84	-0.1%	-$4.64K	2.66%	7
2020 Q2	$6.6M	Sell	119,481 -356	-0.3%	-$18K	2.66%	7
2020 Q1	$5.88M	Buy	119,837 +3,811	+3%	+$206K	2.94%	6
2019 Q4	$6.91M	Buy	116,026 +1,548	+1%	+$89.9K	3.07%	6
2019 Q3	$6.66M	Buy	+114,478	New	+$6.58M	3.25%	5

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Physician Wealth Advisors's EEMV Position: Q1 2026 in Review

Physician Wealth Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 2.4% in Q1 2026, selling an estimated $36.8K and leaving 22,951 shares worth $1.49M. The position accounts for 0.21% of the portfolio, ranked #58.

Physician Wealth Advisors first reported a position in EEMV in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.45M in Q4 2020. 344 funds tracked by Wall St. Rank hold EEMV as of Q1 2026.

Physician Wealth Advisors held 22,951 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.49M as of Q1 2026.
Physician Wealth Advisors sold 555 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2026, an estimated $36.8K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.21% of Physician Wealth Advisors's portfolio in Q1 2026, its #58 holding.
Physician Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2019 and has held it in 27 quarters since.
Physician Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.45M in Q4 2020.
344 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.