Brandywine Oak Private Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Brandywine Oak Private 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 Q1	–	Sell	-3,490	Closed	-$219K	–	346
2021 Q4	$219K	Hold	3,490	–	–	0.02%	326
2021 Q3	$218K	Buy	+3,490	New	+$220K	0.03%	318
2019 Q3	–	Sell	-10,911	Closed	-$642K	–	238
2019 Q2	$642K	Buy	10,911 +4,841	+80%	+$283K	0.13%	86
2019 Q1	$359K	Sell	6,070 -450	-7%	-$26.3K	0.07%	133
2018 Q4	$339K	Buy	+6,520	New	+$366K	0.08%	124

Other funds holding EEMV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Brandywine Oak Private Wealth's EEMV Position: Q1 2022 in Review

Brandywine Oak Private Wealth sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2022, closing a stake of 3,490 shares — an estimated $219K sold.

Brandywine Oak Private Wealth first reported a position in EEMV in Q4 2018 and held it in 5 quarters. The position peaked at $642K in Q2 2019. 343 funds tracked by Wall St. Rank hold EEMV as of Q1 2022.

Brandywine Oak Private Wealth reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,490 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2022, an estimated $219K.
Brandywine Oak Private Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $642K in Q2 2019.
343 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2022, filed 2 May 2022.