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

Aprio 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
2024
Q1 		– Sell
-12,828
Closed -$713K – 244
2023
Q4 		$713K Buy
12,828
+1,704
+15% +$91.4K 0.16% 76
2023
Q3 		$593K Buy
+11,124
New +$611K 0.16% 72

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aprio Wealth Management's EEMV Position: Q1 2024 in Review

Aprio Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 12,828 shares — an estimated $713K sold.

Aprio Wealth Management first reported a position in EEMV in Q3 2023 and held it in 2 quarters. The position peaked at $713K in Q4 2023. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

  • Aprio Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Aprio Wealth Management sold 12,828 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $713K.
  • Aprio Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2023 and held it in 2 quarters.
  • Aprio Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $713K in Q4 2023.
  • 328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Aprio Wealth Management's 13F filing for Q1 2024, filed 10 Apr 2024.