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Capital Performance Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-8
Closed -$502 – 902
2024
Q3 		$502 Buy
+8
New +$474 ﹤0.01% 2254

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Performance Advisors's EEMV Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2024, closing a stake of 8 shares — an estimated $502 sold.

Capital Performance Advisors first reported a position in EEMV in Q3 2024 and held it in 1 quarter. The position peaked at $502 in Q3 2024. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 8 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2024, an estimated $502.
  • Capital Performance Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $502 in Q3 2024.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.