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Anchor Capital Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Anchor Capital 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
2023
Q4 		– Sell
-4,308
Closed -$230K – 249
2023
Q3 		$230K Sell
4,308
-20
-0.5% -$1.1K 0.01% 255
2023
Q2 		$238K Sell
4,328
-29
-0.7% -$1.6K 0.01% 255
2023
Q1 		$238K Sell
4,357
-30
-0.7% -$1.63K 0.01% 253
2022
Q4 		$233K Buy
+4,387
New +$229K 0.01% 254
2022
Q3 		– Sell
-3,757
Closed -$208K – 271
2022
Q2 		$208K Sell
3,757
-1,272
-25% -$73.5K 0.01% 265
2022
Q1 		$307K Sell
5,029
-144
-3% -$8.93K 0.01% 248
2021
Q4 		$325K Sell
5,173
-30
-0.6% -$1.89K 0.01% 245
2021
Q3 		$326K Sell
5,203
-5,000
-49% -$315K 0.01% 238
2021
Q2 		$655K Buy
10,203
+51
+0.5% +$3.25K 0.01% 209
2021
Q1 		$641K Sell
10,152
-164
-2% -$10.4K 0.01% 213
2020
Q4 		$630K Sell
10,316
-223
-2% -$13K 0.01% 206
2020
Q3 		$582K Buy
10,539
+150
+1% +$8.28K 0.01% 192
2020
Q2 		$540K Sell
10,389
-2,628
-20% -$133K 0.01% 195
2020
Q1 		$611K Sell
13,017
-8,525
-40% -$460K 0.02% 174
2019
Q4 		$1.26M Buy
21,542
+5,062
+31% +$294K 0.03% 154
2019
Q3 		$941K Buy
16,480
+275
+2% +$15.8K 0.03% 163
2019
Q2 		$954K Sell
16,205
-1,470
-8% -$85.8K 0.03% 161
2019
Q1 		$1.05K Sell
17,675
-1,925
-10% -$113K 0.02% 156
2018
Q4 		$1.09M Buy
19,600
+5,380
+38% +$302K 0.04% 163
2018
Q3 		$843K Hold
14,220
– – 0.03% 185
2018
Q2 		$822K Sell
14,220
-400
-3% -$24.3K 0.03% 190
2018
Q1 		$911K Buy
14,620
+6,425
+78% +$401K 0.03% 208
2017
Q4 		$498K Buy
8,195
+2,100
+34% +$125K 0.02% 208
2017
Q3 		$354K Hold
6,095
– – 0.01% 224
2017
Q2 		$338K Hold
6,095
– – 0.01% 228
2017
Q1 		$326K Buy
+6,095
New +$315K 0.01% 232

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Anchor Capital Advisors's EEMV Position: Q4 2023 in Review

Anchor Capital Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 4,308 shares — an estimated $230K sold.

Anchor Capital Advisors first reported a position in EEMV in Q1 2017 and held it in 26 quarters. The position peaked at $1.26M in Q4 2019. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

  • Anchor Capital Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Anchor Capital Advisors sold 4,308 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $230K.
  • Anchor Capital Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2017 and held it in 26 quarters.
  • Anchor Capital Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.26M in Q4 2019.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Anchor Capital Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.