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Cooper Financial Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Cooper Financial Group’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
Q1 		– Sell
-13,528
Closed -$718K – 305
2022
Q4 		$718K Buy
13,528
+1,635
+14% +$85.5K 0.22% 110
2022
Q3 		$603K Buy
11,893
+75
+0.6% +$4.1K 0.22% 109
2022
Q2 		$655K Buy
+11,818
New +$682K 0.24% 105

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cooper Financial Group's EEMV Position: Q1 2023 in Review

Cooper Financial Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 13,528 shares — an estimated $718K sold.

Cooper Financial Group first reported a position in EEMV in Q2 2022 and held it in 3 quarters. The position peaked at $718K in Q4 2022. 390 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

  • Cooper Financial Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Cooper Financial Group sold 13,528 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $718K.
  • Cooper Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
  • Cooper Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $718K in Q4 2022.
  • 390 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Cooper Financial Group's 13F filing for Q1 2023, filed 11 May 2023.