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Axim Planning & Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-93
Closed -$5K – 63
2022
Q3 		$5K Buy
+93
New +$5.08K ﹤0.01% 130

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axim Planning & Wealth's EEMV Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 93 shares — an estimated $5K sold.

Axim Planning & Wealth first reported a position in EEMV in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 93 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $5K.
  • Axim Planning & Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $5K in Q3 2022.
  • 485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.