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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

YHB Investment Advisors's EEMV Position: Q2 2026 in Review

YHB Investment Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 8.7% in Q2 2026, selling an estimated $186K and leaving 27,316 shares worth $2.06M. The position accounts for 0.13% of the portfolio, ranked #123.

YHB Investment Advisors first reported a position in EEMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.93M in Q2 2025. 352 funds tracked by Wall St. Rank hold EEMV as of Q2 2026.

  • YHB Investment Advisors held 27,316 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $2.06M as of Q2 2026.
  • YHB Investment Advisors sold 2,590 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2026, an estimated $186K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.13% of YHB Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • YHB Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • YHB Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.93M in Q2 2025.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.