Sequoia Financial Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sequoia Financial 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 Q2	$2.16M	Sell	28,667 -392	-1%	-$28.2K	0.01%	614
2026 Q1	$1.88M	Sell	29,059 -2,329	-7%	-$155K	0.01%	621
2025 Q4	$2.01M	Sell	31,388 -1,745	-5%	-$113K	0.01%	569
2025 Q3	$2.11M	Sell	33,133 -6,724	-17%	-$425K	0.01%	503
2025 Q2	$2.5M	Sell	39,857 -25,054	-39%	-$1.51M	0.02%	416
2025 Q1	$3.79M	Sell	64,911 -24,788	-28%	-$1.45M	0.03%	314
2024 Q4	$5.2M	Buy	+89,699	New	+$5.42M	0.05%	252

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

Sequoia Financial Advisors's EEMV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 1.3% in Q2 2026, selling an estimated $28.2K and leaving 28,667 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #614.

Sequoia Financial Advisors first reported a position in EEMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.2M in Q4 2024. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Sequoia Financial Advisors held 28,667 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $2.16M as of Q2 2026.
Sequoia Financial Advisors sold 392 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $28.2K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #614 holding.
Sequoia Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $5.2M in Q4 2024.
351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.