iShares MSCI Emg MKT Min VolEEMVETF

13F holders, Q1 2024 (March 31)
326holders
3famous investors
$56.59avg. 13F price*

At the end of Q1 2024, 326 institutions reported holding iShares MSCI Emg MKT Min Vol (EEMV) in their 13F filings. The largest holders were Bank of America Corp. ($1.3B), BlackRock Inc. ($176.9M) and Morgan Stanley ($129.4M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
iShares MSCI Emg MKT Min Vol
CUSIP
464286533
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 326Q1 2024Q2 2024: 337Q2 2024Q3 2024: 336Q3 2024Q4 2024: 347Q4 2024Q1 2025: 328Q1 2025Q2 2025: 340Q2 2025Q3 2025: 346Q3 2025Q4 2025: 350Q4 2025Q1 2026: 345Q1 2026Q2 2026: 354Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions24$17.9M
Exits44$46.8M

Ownership 326 holders

Bank of America Corp. 0.12% Add +2.3% 22,168,237 $1.3B
BlackRock Inc. 0.00% Reduce -1.4% 3,125,254 $176.9M
Morgan Stanley 0.01% Add +1.3% 2,286,260 $129.4M
FMR LLC 0.01% Add +9.4% 2,181,476 $123.4M
Wharton Business Group, LLC 5.58% Reduce -2.1% 2,050,785 $116.1M
UBS Group AG 0.03% Add +39.2% 1,584,524 $89.7M
Ameriprise Financial Inc. 0.02% Add +4.9% 1,546,547 $87.5M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -21.3% 1,031,567 $58.4M
Envestnet Asset Management Inc. 0.02% Add +0.4% 1,026,379 $58.1M
Wells Fargo & Company 0.01% Reduce -5.2% 797,869 $45.2M
Teacher Retirement System of Texas 0.27% No change 753,315 $42.6M
LPL Financial LLC 0.02% Reduce -2.5% 579,355 $32.8M
Rhumbline Advisers 0.02% Add +2.7% 361,830 $20.5M
Securian Asset Management, Inc. 0.58% No change 347,420 $19.7M
Captrust Financial Advisors 0.07% Reduce -32.2% 345,001 $19.5M
Commonwealth Equity Services, LLC 0.03% Reduce -13.6% 344,869 $19.5M
Mercer Global Advisors Inc. 0.05% Add +6.4% 333,069 $18.8M
JPMorgan Chase & Co. 0.00% Reduce -14.5% 311,080 $17.6M
Brio Consultants, LLC 2.83% Add +2.5% 296,589 $16.8M
Vestcor Inc 0.54% Reduce -73.5% 280,583 $15.9M
Frontier Asset Management, LLC 5.32% Reduce -0.9% 255,769 $14.5M
PNC Financial Services Group, Inc. 0.01% Reduce -0.3% 249,965 $14.1M
Lester Murray Antman dba SimplyRich 4.52% Add +1.5% 247,449 $14.0M
Burkett Financial Services, LLC 7.13% Add +3.1% 244,409 $13.8M
Mariner, LLC 0.03% Reduce -23.6% 232,260 $13.1M
Symmetry Partners, LLC 0.99% Reduce -23.3% 224,409 $12.7M
Royal Bank of Canada 0.00% Reduce -35.3% 207,091 $11.7M
Raymond James Financial Services Advisors, Inc. 0.02% Add +0.2% 201,660 $11.4M
Cetera Investment Advisers 0.03% Add +110.0% 196,375 $11.1M
Brookstone Capital Management 0.18% Reduce -4.4% 174,410 $9.9M
Anderson Hoagland & Co. 1.05% Add +1.3% 165,831 $9.4M
Baird Financial Group, Inc. 0.02% Add +1073.4% 162,829 $9.2M
Modera Wealth Management, LLC 0.14% Reduce -1.9% 160,901 $9.1M
Friedenthal Financial 5.28% Add +4.0% 151,536 $8.6M
Banco Santander, S.A. 0.10% Reduce -2.1% 141,851 $8.0M
Kestra Advisory Services, LLC 0.05% Add +4.5% 126,513 $7.2M
Edmonds Duncan Registered Investment Advisors, LLC 1.79% Add +2.1% 126,049 $7.1M
Apella Capital, LLC 0.36% Reduce -3.7% 124,971 $7.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +3.2% 125,398 $7.1M
Executive Wealth Management, LLC 0.59% Reduce -1.0% 119,461 $6.8M
Archford Capital Strategies, LLC 1.11% Add +5.1% 116,339 $6.6M
Wade Financial Advisory, Inc 2.38% Reduce -33.2% 115,390 $6.5M
Cerity Partners LLC 0.02% Reduce -2.1% 108,745 $6.2M
Raymond James & Associates 0.00% Reduce -4.5% 104,225 $5.9M
Pallas Capital Advisors LLC 0.24% Add +2.6% 102,035 $5.8M
Alaska Permanent Fund Corp 0.08% New 101,507 $5.7M
Well Done, LLC 1.09% Reduce -0.1% 97,707 $5.5M
Osaic Holdings, Inc. 0.01% Reduce -59.7% 97,599 $5.5M
Jmac Enterprises LLC 0.99% Add +18.6% 94,254 $5.3M
Northwest Capital Management Inc 1.53% Reduce -2.6% 84,730 $4.8M
Cwm, LLC 0.02% Reduce -13.8% 80,379 $4.5M
Mather Group, Llc. 0.07% No change 75,719 $4.2M
LMG Wealth Partners, LLC 0.97% Reduce -14.8% 67,820 $3.8M
HighTower Advisors, LLC 0.01% Reduce -2.9% 67,557 $3.8M
Comerica Bank 0.01% Reduce -4.8% 61,470 $3.5M
Beacon Bridge Wealth Partners, LLC 1.64% Add +21.3% 61,209 $3.5M
World Investment Advisors 0.49% Reduce -4.5% 60,977 $3.5M
Steward Partners Investment Advisory, LLC 0.04% Reduce -6.9% 57,394 $3.2M
Horizon Investments, LLC 0.08% New 55,618 $3.1M
Founders Financial Securities LLC 0.33% New 55,584 $3.1M
Avantax Advisory Services, Inc. 0.03% Add +2.0% 55,299 $3.1M
MML Investors Services, LLC 0.01% Reduce -18.2% 53,687 $3.0M
Ifrah Financial Services, Inc. 0.83% Add +1.6% 52,463 $3.0M
Tudor Investment Corporation 0.04% Add +944.0% 51,427 $2.9M
Truist Financial Corp. 0.00% Add +1.2% 48,185 $2.7M
Susquehanna International Group, LLP 0.00% Add +554.8% 47,346 $2.7M
Mission Creek Capital Partners, Inc. 0.69% Reduce -2.7% 46,658 $2.6M
Carr Financial Group Corp 0.87% Reduce -63.6% 46,107 $2.6M
Cedar Brook Financial Partners, LLC 0.49% Add +0.8% 43,924 $2.5M
Rockefeller Capital Management L.P. 0.01% Add +19.1% 40,387 $2.3M
Journey Strategic Wealth LLC 0.10% Add +12.8% 39,264 $2.2M
Parallel Advisors, LLC 0.06% Reduce -6.8% 38,204 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.5% 38,128 $2.2M
Oppenheimer & Co. Inc. 0.04% Add +0.9% 37,926 $2.1M
Strategic Blueprint, LLC 0.15% Reduce -6.9% 37,734 $2.1M
Integrated Wealth Concepts LLC 0.03% Reduce -40.4% 37,611 $2.1M
Conservest Capital Advisors, Inc. 0.21% Reduce -1.0% 36,364 $2.1M
Physician Wealth Advisors, Inc. 0.43% Reduce -5.7% 37,219 $2.1M
Simplicity Wealth,LLC 0.04% New 33,120 $1.9M
Perigon Wealth Management, LLC 0.06% Add +2.1% 32,316 $1.8M
Renaissance Technologies 0.00% Add +53.8% 31,900 $1.8M
Daiwa Securities Group Inc. 0.01% Reduce -0.3% 31,230 $1.8M
CW Advisors, LLC 0.03% Add +0.1% 31,181 $1.8M
Avestar Capital, LLC 0.20% New 31,021 $1.8M
Atria Investments, Inc 0.02% Add +17.7% 30,832 $1.7M
Aspiriant, LLC 0.07% Reduce -15.4% 29,809 $1.7M
Private Advisor Group, LLC 0.01% Reduce -10.3% 29,671 $1.7M
UMB Bank, n.a. 0.03% Add +0.2% 29,366 $1.7M
YHB Investment Advisors, Inc. 0.15% Add +17.4% 29,302 $1.7M
United Capital Financial Advisors, LLC 0.01% Reduce -1.5% 29,135 $1.6M
Creative Planning 0.00% Reduce -7.8% 28,739 $1.6M
Dakota Wealth Management 0.04% Reduce -3.2% 28,402 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -85.0% 28,302 $1.6M
Plimoth Trust Co. LLC 0.43% Add +0.3% 28,290 $1.6M
Mayflower Financial Advisors, LLC 0.26% Reduce -3.7% 27,690 $1.6M
Haverford Trust Co 0.02% No change 27,500 $1.6M
New England Private Wealth Advisors LLC 0.27% No change 27,492 $1.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -0.2% 27,305 $1.5M
Johnson & White Wealth Management, LLC 1.11% Reduce -14.0% 27,028 $1.5M
MAI Capital Management 0.02% Reduce -7.4% 26,451 $1.5M

"% of holder's portfolio" is EEMV's weight in each manager's 13F, not the share of iShares MSCI Emg MKT Min Vol the manager owns.

Show all 326 holders