Buckingham Strategic Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Buckingham Strategic 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
2024 Q2	$1.49M	Buy	26,001 +1,422	+6%	+$80.6K	0.02%	275
2024 Q1	$1.39M	Buy	24,579 +4,790	+24%	+$267K	0.01%	282
2023 Q4	$1.1M	Buy	19,789 +6,538	+49%	+$351K	0.01%	313
2023 Q3	$707K	Buy	13,251 +1,460	+12%	+$80.1K	0.01%	349
2023 Q2	$648K	Buy	11,791 +1,873	+19%	+$104K	0.01%	366
2023 Q1	$526K	Hold	9,918	–	–	0.01%	368
2022 Q4	$526K	Buy	9,918 +3,578	+56%	+$187K	0.01%	370
2022 Q3	$321K	Buy	+6,340	New	+$346K	0.01%	452

Other funds holding EEMV

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

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

WBG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Buckingham Strategic Wealth's EEMV Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 5.8% in Q2 2024, buying an estimated $80.6K and bringing the position to 26,001 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #275.

Buckingham Strategic Wealth first reported a position in EEMV in Q3 2022 and has held it in 8 quarters since. 337 funds tracked by Wall St. Rank hold EEMV as of Q2 2024.

Buckingham Strategic Wealth held 26,001 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.49M as of Q2 2024.
Buckingham Strategic Wealth bought 1,422 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2024, an estimated $80.6K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #275 holding.
Buckingham Strategic Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and has held it in 8 quarters since.
337 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.