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B. Riley Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

B. Riley Wealth 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
2024
Q4 		$432K Sell
7,445
-2,753
-27% -$166K 0.01% 746
2024
Q3 		$638K Sell
10,198
-61
-0.6% -$3.61K 0.02% 658
2024
Q2 		$587K Sell
10,259
-1,895
-16% -$107K 0.01% 743
2024
Q1 		$648K Buy
12,154
+1,690
+16% +$94.2K 0.02% 672
2023
Q4 		$582K Sell
10,464
-1,690
-14% -$90.6K 0.02% 744
2023
Q3 		$648K Sell
12,154
-2,372
-16% -$130K 0.02% 672
2023
Q2 		$799K Sell
14,526
-1,404
-9% -$77.6K 0.02% 647
2023
Q1 		$869K Sell
15,930
-135,033
-89% -$7.31M 0.02% 582
2022
Q4 		$8.01M Buy
150,963
+40,462
+37% +$2.12M 0.22% 97
2022
Q3 		$5.6M Sell
110,501
-3,211
-3% -$175K 0.17% 135
2022
Q2 		$6.3M Buy
+113,712
New +$6.57M 0.27% 84
2017
Q1 		– Sell
-6,857
Closed -$336K – 534
2016
Q4 		$336K Sell
6,857
-3,128
-31% -$160K 0.07% 319
2016
Q3 		$540K Sell
9,985
-25
-0.2% -$1.33K 0.11% 244
2016
Q2 		$517K Sell
10,010
-9
-0.1% -$457 0.1% 244
2016
Q1 		$515K Buy
10,019
+2,467
+33% +$117K 0.12% 217
2015
Q4 		$368K Buy
+7,552
New +$386K 0.07% 309
2015
Q1 		– Sell
-2,129
Closed -$121 – 947
2014
Q4 		$121 Buy
+2,129
New +$125K ﹤0.01% 1614

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

B. Riley Wealth Advisors's EEMV Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 27% in Q4 2024, selling an estimated $166K and leaving 7,445 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #746.

B. Riley Wealth Advisors first reported a position in EEMV in Q4 2014 and has held it in 17 quarters since. The position peaked at $8.01M in Q4 2022. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

  • B. Riley Wealth Advisors held 7,445 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $432K as of Q4 2024.
  • B. Riley Wealth Advisors sold 2,753 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2024, an estimated $166K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #746 holding.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2014 and has held it in 17 quarters since.
  • B. Riley Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $8.01M in Q4 2022.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.