Whittier Trust’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Whittier Trust’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	$876K	Buy	11,751 +73	+0.6%	+$5.25K	0.01%	412
2026 Q1	$758K	Hold	11,678	–	–	0.01%	386
2025 Q4	$764K	Buy	11,678 +131	+1%	+$8.45K	0.01%	386
2025 Q3	$738K	Hold	11,547	–	–	0.01%	386
2025 Q2	$725K	Buy	11,547 +100	+0.9%	+$6.02K	0.01%	432
2025 Q1	$668K	Hold	11,447	–	–	0.01%	439
2024 Q4	$664K	Buy	11,447 +8,176	+250%	+$494K	0.01%	447
2024 Q3	$205K	Buy	3,271 +267	+9%	+$15.8K	﹤0.01%	673
2024 Q2	$172K	Hold	3,004	–	–	﹤0.01%	672
2024 Q1	$170K	Hold	3,004	–	–	﹤0.01%	684
2023 Q4	$167K	Hold	3,004	–	–	﹤0.01%	670
2023 Q3	$160K	Sell	3,004 -93	-3%	-$5.1K	﹤0.01%	664
2023 Q2	$170K	Sell	3,097 -1,276	-29%	-$70.6K	﹤0.01%	662
2023 Q1	$239K	Hold	4,373	–	–	﹤0.01%	617
2022 Q4	$232K	Hold	4,373	–	–	﹤0.01%	614
2022 Q3	$222K	Hold	4,373	–	–	﹤0.01%	611
2022 Q2	$242K	Hold	4,373	–	–	﹤0.01%	595
2022 Q1	$267K	Hold	4,373	–	–	﹤0.01%	606
2021 Q4	$275K	Hold	4,373	–	–	﹤0.01%	608
2021 Q3	$274K	Buy	4,373 +3,354	+329%	+$211K	0.01%	585
2021 Q2	$65K	Hold	1,019	–	–	﹤0.01%	892
2021 Q1	$64K	Sell	1,019 -152	-13%	-$9.6K	﹤0.01%	874
2020 Q4	$72K	Hold	1,171	–	–	﹤0.01%	778
2020 Q3	$65K	Hold	1,171	–	–	﹤0.01%	780
2020 Q2	$61K	Hold	1,171	–	–	﹤0.01%	760
2020 Q1	$55K	Hold	1,171	–	–	﹤0.01%	782
2019 Q4	$69K	Sell	1,171 -11	-0.9%	-$638	﹤0.01%	774
2019 Q3	$67K	Hold	1,182	–	–	﹤0.01%	768
2019 Q2	$70K	Hold	1,182	–	–	﹤0.01%	723
2019 Q1	$70K	Buy	1,182 +11	+0.9%	+$643	﹤0.01%	717
2018 Q4	$65K	Sell	1,171 -1,330	-53%	-$74.6K	﹤0.01%	727
2018 Q3	$148K	Buy	2,501 +1,069	+75%	+$62.7K	﹤0.01%	561
2018 Q2	$83K	Hold	1,432	–	–	﹤0.01%	656
2018 Q1	$89K	Sell	1,432 -1,594	-53%	-$99.6K	﹤0.01%	661
2017 Q4	$184K	Hold	3,026	–	–	0.01%	514
2017 Q3	$176K	Hold	3,026	–	–	0.01%	511
2017 Q2	$168K	Sell	3,026 -465	-13%	-$25.5K	0.01%	486
2017 Q1	$187K	Sell	3,491 -1,670	-32%	-$86.3K	0.01%	482
2016 Q4	$252K	Sell	5,161 -14,944	-74%	-$766K	0.01%	429
2016 Q3	$1.09M	Buy	20,105 +2,826	+16%	+$151K	0.05%	248
2016 Q2	$891K	Buy	17,279 +947	+6%	+$48K	0.04%	265
2016 Q1	$839K	Buy	16,332 +14,684	+891%	+$698K	0.04%	274
2015 Q4	$80K	Sell	1,648 -825	-33%	-$42.1K	﹤0.01%	632
2015 Q3	$123K	Hold	2,473	–	–	0.01%	536
2015 Q2	$143K	Hold	2,473	–	–	0.01%	535
2015 Q1	$146K	Hold	2,473	–	–	0.01%	511
2014 Q4	$140K	Buy	+2,473	New	+$145K	0.01%	490

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

Whittier Trust's EEMV Position: Q2 2026 in Review

Whittier Trust increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.63% in Q2 2026, buying an estimated $5.25K and bringing the position to 11,751 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #412.

Whittier Trust first reported a position in EEMV in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.09M in Q3 2016. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

Whittier Trust held 11,751 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $876K as of Q2 2026.
Whittier Trust bought 73 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $5.25K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #412 holding.
Whittier Trust first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2014 and has held it in 47 quarters since.
Whittier Trust's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.09M in Q3 2016.
352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.