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Caldwell Sutter Capital’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Caldwell Sutter Capital’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 		– Sell
-26
Closed -$1.47K – 930
2024
Q1 		$1.47K Buy
+26
New +$1.45K ﹤0.01% 789

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

Caldwell Sutter Capital's EEMV Position: Q2 2024 in Review

Caldwell Sutter Capital sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2024, closing a stake of 26 shares — an estimated $1.47K sold.

Caldwell Sutter Capital first reported a position in EEMV in Q1 2024 and held it in 1 quarter. The position peaked at $1.47K in Q1 2024. 337 funds tracked by Wall St. Rank hold EEMV as of Q2 2024.

  • Caldwell Sutter Capital reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 26 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2024, an estimated $1.47K.
  • Caldwell Sutter Capital first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2024 and held it in 1 quarter.
  • Caldwell Sutter Capital's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.47K in Q1 2024.
  • 337 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2024.

Based on Caldwell Sutter Capital's 13F filing for Q2 2024, filed 23 Jul 2024.