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

YHB Investment 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	$2.06M	Sell	27,316 -2,590	-9%	-$186K	0.13%	123
2026 Q1	$1.94M	Sell	29,906 -14,589	-33%	-$968K	0.14%	125
2025 Q4	$2.85M	Buy	44,495 +3,197	+8%	+$206K	0.2%	101
2025 Q3	$2.64M	Sell	41,298 -5,342	-11%	-$338K	0.19%	105
2025 Q2	$2.93M	Buy	46,640 +2,970	+7%	+$179K	0.23%	101
2025 Q1	$2.55M	Buy	43,670 +3,497	+9%	+$204K	0.21%	104
2024 Q4	$2.33M	Buy	40,173 +3,095	+8%	+$187K	0.19%	108
2024 Q3	$2.32M	Buy	37,078 +3,958	+12%	+$234K	0.19%	106
2024 Q2	$1.89M	Buy	33,120 +3,818	+13%	+$216K	0.16%	123
2024 Q1	$1.66M	Buy	29,302 +4,337	+17%	+$242K	0.15%	129
2023 Q4	$1.39M	Buy	24,965 +2,624	+12%	+$141K	0.13%	129
2023 Q3	$1.19M	Buy	22,341 +2,428	+12%	+$133K	0.11%	139
2023 Q2	$1.09M	Buy	19,913 +6,549	+49%	+$362K	0.1%	145
2023 Q1	$729K	Buy	13,364 +2,527	+23%	+$137K	0.07%	161
2022 Q4	$575K	Buy	+10,837	New	+$567K	0.06%	172

Other funds holding EEMV

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return