iShares MSCI Emg MKT Min VolEEMVETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 347 institutions reported holding iShares MSCI Emg MKT Min Vol (EEMV) in their 13F filings, up 11 from Q3 2024. 23 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($771.1M), BlackRock, Inc. ($159.4M) and Morgan Stanley ($133.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Emg MKT Min Vol
- CUSIP
- 464286533
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $14.7M |
| Exits | 30 | $29.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,706,553 shares bought and 3,184,518 shares sold, net −1,477,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 347 holders
| Bank of America Corp. | 0.07% | Reduce -8.3% | 13,297,208 | $771.1M |
| BlackRock, Inc. | 0.00% | Reduce -2.3% | 2,747,931 | $159.4M |
| Morgan Stanley | 0.01% | Add +0.9% | 2,302,068 | $133.5M |
| Wharton Business Group, LLC | 5.92% | Add +24.8% | 2,261,035 | $131.1M |
| FMR LLC | 0.01% | Reduce -0.7% | 2,048,988 | $118.8M |
| Ameriprise Financial Inc. | 0.03% | Add +10.8% | 1,755,417 | $101.8M |
| UBS Group AG | 0.01% | Add +1.4% | 1,113,635 | $64.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -5.6% | 924,557 | $53.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -13.6% | 809,647 | $47.0M |
| Wells Fargo & Company | 0.01% | Reduce -5.8% | 654,267 | $37.9M |
| LPL Financial LLC | 0.02% | Add +12.3% | 644,983 | $37.4M |
| Teacher Retirement System of Texas | 0.12% | Reduce -23.4% | 567,043 | $32.9M |
| Old Mission Capital LLC | 0.59% | Add +399.4% | 437,394 | $25.4M |
| Raymond James Financial Inc. | 0.01% | — | 333,806 | $19.4M |
| Rhumbline Advisers | 0.02% | Reduce -15.5% | 316,265 | $18.3M |
| Captrust Financial Advisors | 0.05% | Reduce -3.6% | 292,626 | $17.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.8% | 277,452 | $16.1M |
| Burkett Financial Services, LLC | 6.23% | Add +2.6% | 262,630 | $15.2M |
| Lester Murray Antman dba SimplyRich | 4.31% | Add +3.7% | 260,123 | $15.1M |
| Securian Asset Management, Inc. | 0.41% | Reduce -30.2% | 242,456 | $14.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -7.1% | 238,902 | $13.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.2% | 229,166 | $13.3M |
| Brio Consultants, LLC | 2.08% | Reduce -18.7% | 228,800 | $13.3M |
| Royal Bank of Canada | 0.00% | Reduce -23.3% | 216,560 | $12.6M |
| Mariner, LLC | 0.02% | Reduce -2.5% | 214,829 | $12.5M |
| Frontier Asset Management, LLC | 3.63% | Reduce -23.0% | 189,664 | $11.0M |
| Vestcor Inc | 0.33% | Add +0.4% | 174,218 | $10.1M |
| Creative Planning | 0.01% | Add +551.6% | 170,363 | $9.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.9% | 165,972 | $9.6M |
| Brookstone Capital Management | 0.14% | Reduce -2.0% | 165,050 | $9.6M |
| Cetera Investment Advisers | 0.02% | Reduce -10.6% | 160,625 | $9.3M |
| Friedenthal Financial | 5.44% | Reduce -0.2% | 160,505 | $9.3M |
| Modera Wealth Management, LLC | 0.11% | Add +1.8% | 159,922 | $9.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.1% | 149,652 | $8.7M |
| Anderson Hoagland & Co. | 0.88% | Add +0.1% | 147,585 | $8.5M |
| Alaska Permanent Fund Corp | 0.11% | No change | 132,854 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.4% | 132,183 | $7.7M |
| Wade Financial Advisory, Inc | 2.31% | Add +4.5% | 117,673 | $6.8M |
| Archford Capital Strategies, LLC | 1.01% | Reduce -4.7% | 114,973 | $6.7M |
| Jmac Enterprises LLC | 1.02% | Add +6.9% | 112,205 | $6.5M |
| Apella Capital, LLC | 0.24% | Reduce -14.6% | 107,516 | $6.2M |
| Beacon Bridge Wealth Partners, LLC | 2.59% | Add +10.4% | 105,136 | $6.1M |
| Cerity Partners LLC | 0.01% | Reduce -2.1% | 100,721 | $5.8M |
| Well Done, LLC | 1.06% | No change | 92,496 | $5.8M |
| Symmetry Partners, LLC | 0.77% | Add +72.0% | 93,267 | $5.4M |
| Pallas Capital Advisors LLC | 0.23% | Reduce -1.4% | 91,138 | $5.3M |
| Sequoia Financial Advisors, LLC | 0.05% | New | 89,699 | $5.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +10.8% | 86,526 | $5.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -21.8% | 82,759 | $4.8M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -7.2% | 76,442 | $4.4M |
| World Investment Advisors | 0.11% | Add +6.3% | 72,191 | $4.2M |
| Renaissance Technologies | 0.01% | Reduce -25.0% | 68,000 | $3.9M |
| Mather Group, Llc. | 0.05% | Add +0.1% | 66,906 | $3.9M |
| Idaho Trust Co | 1.95% | Add +1.6% | 66,794 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.4% | 65,599 | $3.8M |
| LMG Wealth Partners, LLC | 0.77% | Add +0.2% | 61,192 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.0% | 59,244 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -1.4% | 58,445 | $3.4M |
| Kingsview Wealth Management, LLC | 0.07% | New | 57,802 | $3.4M |
| Founders Financial Securities LLC | 0.29% | Reduce -1.8% | 55,984 | $3.2M |
| Horizon Investments, LLC | 0.09% | Reduce -2.0% | 55,399 | $3.2M |
| Ifrah Financial Services, Inc. | 0.89% | Add +1.7% | 55,258 | $3.2M |
| Truist Financial Corp. | 0.00% | Add +3.5% | 53,087 | $3.1M |
| Comerica Bank | 0.01% | Add +2.7% | 53,024 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +87.1% | 49,651 | $2.9M |
| CW Advisors, LLC | 0.04% | Reduce -1.6% | 45,878 | $2.7M |
| RHS Financial, LLC | 1.33% | Add +66.2% | 44,330 | $2.6M |
| Journey Strategic Wealth LLC | 0.09% | Add +0.2% | 43,097 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +6.3% | 42,602 | $2.5M |
| YHB Investment Advisors, Inc. | 0.19% | Add +8.3% | 40,173 | $2.3M |
| Clear Investment Research, LLC | 2.99% | Add +1.5% | 4,004 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -15.3% | 38,146 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.7% | 37,284 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -13.8% | 36,347 | $2.1M |
| Hilltop National Bank | 0.63% | Add +9.1% | 35,887 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -4.0% | 35,327 | $2.0M |
| Johnson Investment Counsel Inc. | 0.02% | Add +97.9% | 34,740 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | Reduce -3.2% | 34,241 | $2.0M |
| Conservest Capital Advisors, Inc. | 0.19% | Reduce -11.7% | 32,097 | $1.9M |
| Northwest Capital Management Inc | 0.78% | Reduce -25.6% | 31,382 | $1.8M |
| Carr Financial Group Corp | 0.57% | Reduce -5.9% | 31,100 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.9% | 31,040 | $1.8M |
| Banco Santander, S.A. | 0.02% | Reduce -78.6% | 30,612 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +1.9% | 30,489 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Reduce -7.6% | 30,444 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -18.0% | 30,284 | $1.8M |
| NBT Bank, N.A. | 0.12% | Add +15.8% | 30,104 | $1.7M |
| Plimoth Trust Co. LLC | 0.45% | Add +1.3% | 30,043 | $1.7M |
| Physician Wealth Advisors, Inc. | 0.28% | Reduce -10.5% | 28,987 | $1.7M |
| Johnson & White Wealth Management, LLC | 1.01% | New | 28,804 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -28.1% | 28,315 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.3% | 28,114 | $1.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 27,305 | $1.6M |
| Dakota Wealth Management | 0.04% | Reduce -0.3% | 27,007 | $1.6M |
| Mayflower Financial Advisors, LLC | 0.23% | Reduce -0.7% | 26,484 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -1.9% | 26,251 | $1.5M |
| New England Private Wealth Advisors LLC | 0.24% | Add +0.6% | 26,171 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.2% | 26,171 | $1.5M |
| Sagespring Wealth Partners, LLC | 0.04% | — | 25,782 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -5.9% | 25,551 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +3.8% | 25,343 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -0.4% | 25,259 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -14.0% | 24,939 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -4.0% | 24,601 | $1.4M |
| Millennium Management | 0.00% | Add +5.3% | 24,327 | $1.4M |
| Mission Creek Capital Partners, Inc. | 0.30% | Reduce -5.1% | 23,986 | $1.4M |
| Aspiriant, LLC | 0.05% | Reduce -7.5% | 22,684 | $1.3M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -19.5% | 22,300 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -17.9% | 21,429 | $1.3M |
| Kathleen S. Wright Associates Inc. | 0.52% | Reduce -1.8% | 21,451 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -44.0% | 21,257 | $1.2M |
| Whipplewood Advisors, LLC | 0.67% | — | 20,451 | $1.2M |
| Capital Analysts, LLC | 0.05% | Reduce -2.6% | 19,940 | $1.2M |
| Investment Partners Asset Management, Inc. | 0.90% | Reduce -0.6% | 19,870 | $1.2M |
| &partners | 0.01% | Add +325.8% | 18,997 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.1% | 18,916 | $1.1M |
| Asset Dedication, LLC | 0.09% | Reduce -3.3% | 18,899 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -12.4% | 18,887 | $1.1M |
| Citigroup Inc. | 0.00% | No change | 18,398 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -1.3% | 18,283 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Add +0.2% | 17,875 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -48.0% | 17,873 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +4.8% | 17,632 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +3.6% | 17,352 | $1.0M |
| Aberdeen Wealth Management LLC | 0.66% | No change | 16,575 | $961K |
| Endowment Wealth Management, Inc. | 0.63% | Add +23.4% | 16,293 | $945K |
| Tortoise Investment Management, LLC | 0.10% | Reduce -1.2% | 16,255 | $943K |
| TPG Advisors LLC | 0.73% | Reduce -1.4% | 16,163 | $937K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -21.0% | 15,998 | $928K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.4% | 16,100 | $927K |
| Citizens Financial Group Inc. | 0.02% | Reduce -4.8% | 15,085 | $875K |
| Shore Point Advisors, LLC | 0.46% | Add +3.0% | 14,807 | $859K |
| Laidlaw Wealth Management LLC | 0.37% | Reduce -19.7% | 14,792 | $858K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 14,700 | $852K |
| Atlas Legacy Advisors, LLC | 0.20% | — | 14,546 | $844K |
| Bellwether Advisors, LLC | 0.15% | Add +0.2% | 14,470 | $839K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 14,238 | $826K |
| Assetmark, Inc. | 0.00% | Add +1.6% | 13,875 | $805K |
| Foster Group, Inc. | 0.03% | Add +0.8% | 13,756 | $798K |
| Armbruster Capital Management, Inc. | 0.16% | Reduce -0.5% | 13,451 | $780K |
| Composition Wealth, LLC | 0.02% | New | 13,322 | $773K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -2.6% | 13,134 | $762K |
| Riverchase Wealth Management, LLC | 0.55% | — | 12,718 | $738K |
| Heck Capital Advisors, LLC | 0.08% | Reduce -4.3% | 12,436 | $721K |
| Aries Wealth Management | 0.20% | Reduce -2.8% | 12,255 | $711K |
| Cambridge Financial Group, LLC | 0.30% | Reduce -1.3% | 11,944 | $693K |
| Sachetta, LLC | 0.27% | Add +0.2% | 11,894 | $690K |
| Jones Financial Companies LLLP | 0.00% | Add +75.9% | 11,769 | $682K |
| Market Street Wealth Management Advisors LLC | 0.11% | Reduce -0.3% | 11,597 | $673K |
| Whittier Trust Co. | 0.01% | Add +249.9% | 11,447 | $664K |
| SageView Advisory Group, LLC | 0.03% | Reduce -8.4% | 11,204 | $650K |
| D.A. Davidson & Co. | 0.01% | Reduce -21.0% | 10,632 | $617K |
| Independent Advisor Alliance | 0.01% | New | 10,334 | $599K |
| Old North State Trust, LLC | 0.37% | Add +130.1% | 9,911 | $575K |
| EP Wealth Advisors, LLC | 0.00% | Add +19.2% | 9,886 | $573K |
| JMG Financial Group, Ltd. | 0.02% | Add +0.1% | 9,881 | $573K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -5.7% | 9,833 | $570K |
| Tme Financial, Inc. | 0.53% | — | 8,974 | $563K |
| MorganRosel Wealth Management, LLC | 0.18% | Add +7.6% | 9,513 | $552K |
| Bond & Devick Financial Network, Inc. | 0.23% | No change | 8,736 | $548K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.1% | 9,198 | $533K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.2% | 8,810 | $511K |
| Transamerica Financial Advisors, LLC | 0.05% | Add +0.5% | 8,277 | $480K |
| Corient Private Wealth LP | 0.00% | Reduce -0.7% | 8,257 | $479K |
| National Philanthropic Trust | 0.01% | No change | 8,233 | $477K |
| Godshalk Welsh Capital Management, Inc. | 0.29% | Add +9.9% | 7,800 | $452K |
| Roof Eidam Maycock Peralta, LLC | 0.12% | No change | 7,785 | $451K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 7,645 | $443K |
| Neumann Capital Management, LLC | 0.15% | No change | 7,536 | $437K |
| BridgePort Financial Solutions, LLC | 0.20% | — | 7,456 | $433K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -27.0% | 7,445 | $432K |
| Park Avenue Securities LLC | 0.00% | Add +16.8% | 7,412 | $430K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,090 | $411K |
| Snider Financial Group | 0.13% | New | 7,086 | $411K |
| Global Retirement Partners, LLC | 0.01% | Add +3.0% | 7,003 | $406K |
| Garrison Point Advisors, LLC | 0.19% | No change | 6,975 | $404K |
| US Bancorp \de | 0.00% | Add +0.6% | 6,971 | $404K |
| IRON Financial LLC | 0.22% | Add +12.8% | 6,882 | $399K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.1% | 6,717 | $390K |
| Compound Planning, Inc. | 0.02% | Add +3.2% | 6,574 | $381K |
| Morton Brown Family Wealth, LLC | 0.13% | Reduce -1.9% | 6,508 | $377K |
| Arcus Capital Partners, LLC | 0.12% | Add +4.7% | 6,645 | $376K |
| Columbus Macro, LLC | 0.05% | Add +10.6% | 6,189 | $359K |
| Insigneo Advisory Services, LLC | 0.04% | Add +18.6% | 6,110 | $354K |
| Choreo, LLC | 0.00% | Reduce -15.1% | 5,868 | $340K |
| Ewa, LLC | 0.12% | Add +2.4% | 5,691 | $330K |
| Webster Bank, N. A. | 0.04% | No change | 5,672 | $329K |
| John G Ullman & Associates Inc. | 0.05% | Reduce -1.8% | 5,550 | $322K |
| Alterna Wealth Management, Inc. | 0.27% | Reduce -7.7% | 5,523 | $320K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +0.2% | 5,434 | $315K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.8% | 5,340 | $310K |
| Shufro Rose & Co. LLC | 0.02% | Add +21.1% | 5,335 | $309K |
| Hibernia Wealth Partners, LLC | 0.23% | Reduce -50.5% | 5,293 | $307K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -38.7% | 5,280 | $306K |
| Magnolia Capital Advisors LLC | 0.08% | New | 5,273 | $306K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -12.4% | 5,103 | $296K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -4.7% | 5,058 | $293K |
| Cypress Point Wealth Management, LLC | 0.09% | Reduce -35.6% | 4,888 | $283K |
| Rik Saylor Financial, Inc. | 0.26% | — | 4,873 | $283K |
| Aspen Wealth Management LLC | 0.08% | Add +2.4% | 4,847 | $281K |
| Evanson Asset Management, LLC | 0.02% | No change | 4,844 | $281K |
| Burt Wealth Advisors | 0.07% | No change | 4,817 | $279K |
| Bryant Woods Investment Advisors, LLC | 0.13% | Reduce -1.7% | 4,804 | $279K |
| Anchor Investment Management, LLC | 0.03% | No change | 4,775 | $277K |
| O'ROURKE & COMPANY, Inc | 0.13% | Add +0.4% | 4,739 | $275K |
| Avaii Wealth Management, LLC | 0.14% | Reduce -4.5% | 4,737 | $275K |
| Summit X, LLC | 0.06% | Add +0.3% | 4,706 | $273K |
| Merit Financial Group, LLC | 0.00% | Reduce -9.7% | 4,645 | $269K |
| Cable Hill Partners, LLC | 0.03% | Add +2.2% | 4,623 | $268K |
| Cibc World Market Inc. | 0.00% | New | 4,595 | $266K |
| Valley Financial Group, Inc. | 0.18% | Reduce -1.3% | 4,508 | $261K |
| GTS Securities LLC | 0.01% | New | 4,500 | $261K |
| True Vision MN LLC | 0.15% | Reduce -1.5% | 4,468 | $259K |
| Executive Wealth Management, LLC | 0.02% | Reduce -6.8% | 4,445 | $258K |
| Alteri Wealth LLC | 0.07% | — | 4,417 | $256K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 4,410 | $256K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -11.3% | 4,299 | $249K |
| Cumberland Advisors Inc. | 0.10% | No change | 4,290 | $249K |
| Lido Advisors, LLC | 0.00% | Add +14.7% | 4,225 | $245K |
| NewEdge Wealth, LLC | 0.00% | New | 4,172 | $242K |
| Citadel Advisors | 0.00% | Reduce -86.2% | 4,126 | $239K |
| Prasad Wealth Partners, LLC | 0.08% | — | 4,085 | $237K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +5.2% | 4,068 | $236K |
| City National Bank of Florida | 0.21% | — | 4,006 | $232K |
| Simplicity Wealth,LLC | 0.05% | Reduce -16.6% | 4,006 | $232K |
| One Wealth Advisors, LLC | 0.03% | Reduce -3.3% | 3,944 | $229K |
| Lantz Financial LLC | 0.06% | Reduce -1.8% | 3,932 | $228K |
| Parsons Capital Management Inc. | 0.01% | Reduce -1.0% | 3,922 | $227K |
| IFG Advisory, LLC | 0.01% | New | 3,904 | $226K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,900 | $226K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,892 | $226K |
| Mma Asset Management LLC | 0.10% | Reduce -55.5% | 3,800 | $220K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 3,800 | $220K |
| New World Advisors LLC | 0.05% | New | 3,755 | $218K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -12.4% | 3,639 | $211K |
| CogentBlue Wealth Advisors, LLC | 0.18% | — | 3,609 | $209K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,584 | $208K |
| Allworth Financial LP | 0.00% | Reduce -5.0% | 2,882 | $168K |
| Parkside Financial Bank & Trust | 0.02% | Add +44.3% | 2,738 | $159K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 2,406 | $140K |
| Mascoma Wealth Management LLC | 0.03% | No change | 2,399 | $139K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +75.3% | 2,326 | $136K |
| Franklin Resources Inc. | 0.00% | Add +72.6% | 2,330 | $135K |
| Ancora Advisors LLC | 0.00% | Reduce -0.2% | 2,311 | $134K |
| Ridgewood Investments LLC | 0.06% | Reduce -16.6% | 2,246 | $130K |
| Glass Jacobson Investment Advisors llc | 0.04% | Reduce -6.1% | 2,115 | $123K |
| Tsfg, LLC | 0.02% | Reduce -1.2% | 1,865 | $108K |
| Blair William & Co. | 0.00% | No change | 1,818 | $105K |
| AE Wealth Management LLC | 0.00% | New | 1,795 | $104K |
| Stonebridge Financial Group, LLC | 0.01% | — | 1,743 | $101K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +23.9% | 1,739 | $101K |
| Bank of Montreal | 0.00% | Reduce -53.0% | 1,672 | $97K |
| Tacita Capital Inc | 0.07% | No change | 1,660 | $96K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,640 | $95K |
| IFP Advisors, Inc | 0.00% | Add +1.6% | 1,620 | $94K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,600 | $93K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.3% | 1,427 | $83K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Add +2.2% | 1,402 | $81K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,394 | $81K |
| Chilton Capital Management LLC | 0.00% | Reduce -7.0% | 1,320 | $77K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,306 | $76K |
| Blue Trust, Inc. | 0.00% | Reduce -1.3% | 1,110 | $64K |
| Elevation Wealth Partners, LLC | 0.03% | Add +2.4% | 1,068 | $62K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,057 | $61K |
| Park Place Capital Corp | 0.02% | Reduce -17.4% | 1,045 | $61K |
| Spire Wealth Management | 0.00% | Add +11.4% | 1,032 | $60K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 1,005 | $58K |
| First Horizon Advisors, Inc. | 0.00% | No change | 859 | $50K |
| Arax Advisory Partners | 0.00% | Add +2.4% | 764 | $44K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.5% | 735 | $43K |
| Transce3nd, LLC | 0.01% | — | 693 | $40K |
| Independence Bank of Kentucky | 0.01% | No change | 590 | $34K |
| Venturi Wealth Management, LLC | 0.00% | No change | 569 | $33K |
| Godsey & Gibb, Inc. | 0.00% | No change | 546 | $32K |
| Sound Income Strategies, LLC | 0.00% | Reduce -14.1% | 523 | $30K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.2% | 510 | $30K |
| Atlatl Advisers LLC | 0.02% | — | 507 | $29K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -62.7% | 420 | $24K |
| CKW Financial Group | 0.00% | Reduce -23.1% | 412 | $24K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 407 | $24K |
| Evermay Wealth Management LLC | 0.00% | Add +42.9% | 403 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 398 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | New | 397 | $23K |
| Rise Advisors, LLC | 0.01% | Reduce -8.6% | 383 | $22K |
| Continuum Advisory, LLC | 0.00% | No change | 360 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 359 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Add +19.3% | 346 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.2% | 329 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 309 | $18K |
| Fairscale Capital, LLC | 0.02% | No change | 305 | $18K |
| HighMark Wealth Management LLC | 0.01% | Add +27.4% | 293 | $17K |
| Salem Investment Counselors Inc. | 0.00% | No change | 286 | $17K |
| Roxbury Financial LLC | 0.01% | — | 260 | $16K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 245 | $14K |
| Stephens Consulting, LLC | 0.00% | No change | 244 | $14K |
| Colonial Trust Co / SC | 0.00% | Reduce -40.4% | 230 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | Add +277.6% | 219 | $13K |
| Larson Financial Group LLC | 0.00% | No change | 207 | $12K |
| Creekmur Asset Management LLC | 0.00% | Add +2.6% | 196 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.4% | 189 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 185 | $11K |
| CoreCap Advisors, LLC | 0.00% | Reduce -81.7% | 185 | $11K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 175 | $10K |
| WASHINGTON TRUST Co | 0.00% | No change | 175 | $10K |
| Ameriflex Group, Inc. | 0.00% | — | 171 | $10K |
| Avior Wealth Management, LLC | 0.00% | Add +28.0% | 169 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 165 | $10K |
| AlphaMark Advisors, LLC | 0.00% | No change | 150 | $9K |
| 10Elms LLP | 0.01% | — | 153 | $9K |
| Deutsche Bank AG | 0.00% | No change | 150 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +32.7% | 142 | $8K |
| Fifth Third Bancorp | 0.00% | Add +840.0% | 141 | $8K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 133 | $8K |
| Financial Freedom, LLC | 0.00% | No change | 130 | $8K |
| Transcendent Capital Group LLC | 0.00% | No change | 126 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 122 | $7K |
| Arlington Trust Co LLC | 0.00% | No change | 121 | $7K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -47.1% | 117 | $7K |
| Main Street Group, LTD | 0.00% | No change | 117 | $7K |
| Cornerstone Planning Group LLC | 0.00% | No change | 107 | $6K |
| PSI Advisors, LLC | 0.00% | New | 101 | $6K |
| Runnymede Capital Advisors, Inc. | 0.01% | — | 100 | $6K |
| Key Financial Inc | 0.00% | No change | 100 | $6K |
| Financial Perspectives, Inc | 0.00% | Add +3.3% | 95 | $5K |
| Archer Investment Corp | 0.00% | No change | 90 | $5K |
| Creative Financial Designs Inc. | 0.00% | Add +2.3% | 89 | $5K |
| Hollencrest Capital Management | 0.00% | Add +2.3% | 88 | $5K |
| Barrett & Company, Inc. | 0.00% | New | 79 | $5K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 63 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 68 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 60 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 47 | $3K |
| Atwood & Palmer Inc. | 0.00% | New | 42 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 40 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 35 | $2K |
| WR Wealth Planners, LLC | 0.00% | Reduce -84.3% | 34 | $2K |
| American National Bank & Trust | 0.00% | No change | 23 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 17 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -69.6% | 17 | $986 |
| Mainstream Capital Management LLC | 0.00% | New | 15 | $870 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 12 | $703 |
| Islay Capital Management, LLC | 0.00% | No change | 12 | $696 |
| Synergy Asset Management, LLC | 0.00% | New | 10 | $627 |
| Russell Investments Group, Ltd. | 0.00% | No change | 8 | $464 |
| Endeavor Private Wealth, Inc. | 0.00% | — | 4 | $252 |
| Global Trust Asset Management, LLC | 0.00% | No change | 3 | $174 |
| Retirement Wealth Solutions LLC | 0.00% | — | 1 | $82 |
"% 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.