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

Whipplewood 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	$1.55M	Sell	20,554 -1,710	-8%	-$123K	1.04%	22
2026 Q1	$1.44M	Buy	22,264 +250	+1%	+$16.6K	0.75%	35
2025 Q4	$1.41M	Buy	22,014 +412	+2%	+$26.6K	0.91%	32
2025 Q3	$1.38M	Buy	21,602 +265	+1%	+$16.8K	0.91%	34
2025 Q2	$1.34M	Buy	21,337 +21,149	+11,249%	+$1.27M	0.74%	31
2025 Q1	$1.25M	Sell	188 -20,263	-99%	-$1.18M	0.74%	32
2024 Q4	$1.19M	Buy	+20,451	New	+$1.24M	0.67%	33

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

Whipplewood Advisors's EEMV Position: Q2 2026 in Review

Whipplewood Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 7.7% in Q2 2026, selling an estimated $123K and leaving 20,554 shares worth $1.55M. The position accounts for 1.04% of the portfolio, ranked #22.

Whipplewood Advisors first reported a position in EEMV in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Whipplewood Advisors held 20,554 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.55M as of Q2 2026.
Whipplewood Advisors sold 1,710 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $123K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 1.04% of Whipplewood Advisors's portfolio in Q2 2026, its #22 holding.
Whipplewood 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.
351 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.