AWM
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Accel Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-95
Closed -$5.18K – 360
2023
Q1 		$5.18K Hold
95
– – ﹤0.01% 1003
2022
Q4 		$5.04K Hold
95
– – ﹤0.01% 814
2022
Q3 		$5K Buy
+95
New +$5.19K ﹤0.01% 837

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accel Wealth Management's EEMV Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 95 shares — an estimated $5.18K sold.

Accel Wealth Management first reported a position in EEMV in Q3 2022 and held it in 3 quarters. The position peaked at $5.18K in Q1 2023. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

  • Accel Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 95 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $5.18K.
  • Accel Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 3 quarters.
  • Accel Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $5.18K in Q1 2023.
  • 366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.