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Certuity’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Certuity’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
2023
Q3 		– Sell
-8,781
Closed -$483K – 272
2023
Q2 		$483K Buy
+8,781
New +$486K 0.05% 147

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Certuity's EEMV Position: Q3 2023 in Review

Certuity sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 8,781 shares — an estimated $483K sold.

Certuity first reported a position in EEMV in Q2 2023 and held it in 1 quarter. The position peaked at $483K in Q2 2023. 356 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

  • Certuity reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Certuity sold 8,781 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $483K.
  • Certuity first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2023 and held it in 1 quarter.
  • Certuity's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $483K in Q2 2023.
  • 356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Certuity's 13F filing for Q3 2023, filed 3 Nov 2023.