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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return