BDWM
EEMV icon

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

Brewin Dolphin 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
2021
Q3 		– Sell
-3,822
Closed -$245K – 334
2021
Q2 		$245K Buy
+3,822
New +$244K 0.03% 121

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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brewin Dolphin Wealth Management's EEMV Position: Q3 2021 in Review

Brewin Dolphin Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2021, closing a stake of 3,822 shares — an estimated $245K sold.

Brewin Dolphin Wealth Management first reported a position in EEMV in Q2 2021 and held it in 1 quarter. The position peaked at $245K in Q2 2021. 320 funds tracked by Wall St. Rank hold EEMV as of Q3 2021.

  • Brewin Dolphin Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 3,822 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2021, an estimated $245K.
  • Brewin Dolphin Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2021 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $245K in Q2 2021.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2021.

Based on Brewin Dolphin Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2023.