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

Avior 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
2025
Q1 		– Sell
-169
Closed -$9.84K – 1190
2024
Q4 		$9.84K Buy
169
+37
+28% +$2.23K ﹤0.01% 1629
2024
Q3 		$8.31K Hold
132
– – ﹤0.01% 1616
2024
Q2 		$7.58K Buy
+132
New +$7.48K ﹤0.01% 1593
2023
Q4 		– Sell
-191
Closed -$10.2K – 1567
2023
Q3 		$10.2K Sell
191
-618
-76% -$33.9K ﹤0.01% 1037
2023
Q2 		$44.5K Hold
809
– – ﹤0.01% 790
2023
Q1 		$44.1K Buy
809
+628
+347% +$34K ﹤0.01% 797
2022
Q4 		$9.63K Sell
181
-702
-80% -$36.7K ﹤0.01% 861
2022
Q3 		$44K Buy
883
+877
+14,617% +$47.9K ﹤0.01% 623
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1109
2022
Q1 		$0 Buy
+6
New +$372 ﹤0.01% 1136
2021
Q2 		– Sell
-183
Closed -$11K – 1059
2021
Q1 		$11K Buy
+183
New +$11.6K ﹤0.01% 742
2019
Q4 		– Sell
-138
Closed -$7K – 807
2019
Q3 		$7K Hold
138
– – ﹤0.01% 606
2019
Q2 		$8K Hold
138
– – ﹤0.01% 618
2019
Q1 		$8K Hold
138
– – ﹤0.01% 542
2018
Q4 		$7K Hold
138
– – ﹤0.01% 589
2018
Q3 		$8K Hold
138
– – ﹤0.01% 596
2018
Q2 		$8K Hold
138
– – ﹤0.01% 603
2018
Q1 		$9K Hold
138
– – ﹤0.01% 590
2017
Q4 		$8K Hold
138
– – ﹤0.01% 611
2017
Q3 		$8K Hold
138
– – ﹤0.01% 351
2017
Q2 		$8K Hold
138
– – ﹤0.01% 329
2017
Q1 		$7K Hold
138
– – ﹤0.01% 384
2016
Q4 		$7K Hold
138
– – ﹤0.01% 362
2016
Q3 		$7K Hold
138
– – ﹤0.01% 362
2016
Q2 		$7K Hold
138
– – ﹤0.01% 358
2016
Q1 		$7K Buy
+138
New +$6.56K ﹤0.01% 366

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
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
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

Avior Wealth Management's EEMV Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2025, closing a stake of 169 shares — an estimated $9.84K sold.

Avior Wealth Management first reported a position in EEMV in Q1 2016 and held it in 26 quarters. The position peaked at $44.5K in Q2 2023. 327 funds tracked by Wall St. Rank hold EEMV as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 169 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2025, an estimated $9.84K.
  • Avior Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2016 and held it in 26 quarters.
  • Avior Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $44.5K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.