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

BCGM 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
2023
Q4 		– Sell
-5,820
Closed -$310K – 135
2023
Q3 		$310K Sell
5,820
-385
-6% -$21.1K 0.14% 93
2023
Q2 		$341K Buy
6,205
+2,059
+50% +$114K 0.15% 88
2023
Q1 		$226K Sell
4,146
-3,769
-48% -$204K 0.11% 95
2022
Q4 		$420K Sell
7,915
-905
-10% -$47.3K 0.2% 70
2022
Q3 		$445K Sell
8,820
-1,056
-11% -$57.7K 0.22% 65
2022
Q2 		$553K Sell
9,876
-1,570
-14% -$90.7K 0.28% 63
2022
Q1 		$673K Sell
11,446
-3,802
-25% -$236K 0.37% 56
2021
Q4 		$958K Sell
15,248
-809
-5% -$51K 0.51% 48
2021
Q3 		$1.01M Sell
16,057
-778
-5% -$48.9K 0.56% 42
2021
Q2 		$1.04M Sell
16,835
-538
-3% -$34.3K 0.62% 36
2021
Q1 		$1.1M Sell
17,373
-1,005
-5% -$63.5K 0.75% 28
2020
Q4 		$1.2M Buy
+18,378
New +$1.07M 0.85% 26

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

BCGM Wealth Management's EEMV Position: Q4 2023 in Review

BCGM Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 5,820 shares — an estimated $310K sold.

BCGM Wealth Management first reported a position in EEMV in Q4 2020 and held it in 12 quarters. The position peaked at $1.2M in Q4 2020. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

  • BCGM Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • BCGM Wealth Management sold 5,820 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $310K.
  • BCGM Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and held it in 12 quarters.
  • BCGM Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.2M in Q4 2020.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on BCGM Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.