CA
EEMV icon

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

Crewe 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
-100
Closed -$6.27K – 692
2024
Q3 		$6.27K Hold
100
– – ﹤0.01% 545
2024
Q2 		$5.72K Hold
100
– – ﹤0.01% 777
2024
Q1 		$5.66K Hold
100
– – ﹤0.01% 709
2023
Q4 		$5.56K Sell
100
-205
-67% -$11K ﹤0.01% 246
2023
Q3 		$16.3K Hold
305
– – ﹤0.01% 212
2023
Q2 		$16.8K Buy
305
+205
+205% +$11.3K ﹤0.01% 357
2023
Q1 		$5.46K Hold
100
– – ﹤0.01% 625
2022
Q4 		$5.3K Hold
100
– – ﹤0.01% 657
2022
Q3 		$5K Hold
100
– – ﹤0.01% 839
2022
Q2 		$6K Hold
100
– – ﹤0.01% 716
2022
Q1 		$6K Hold
100
– – ﹤0.01% 381
2021
Q4 		$6K Hold
100
– – ﹤0.01% 343
2021
Q3 		$6K Hold
100
– – ﹤0.01% 289
2021
Q2 		$6K Hold
100
– – ﹤0.01% 315
2021
Q1 		$6K Hold
100
– – ﹤0.01% 345
2020
Q4 		$6K Hold
100
– – ﹤0.01% 326
2020
Q3 		$6K Buy
+100
New +$5.52K ﹤0.01% 322
2019
Q1 		– Sell
-1,052
Closed -$59K – 254
2018
Q4 		$59K Hold
1,052
– – 0.02% 100
2018
Q3 		$62K Hold
1,052
– – 0.05% 104
2018
Q2 		$61K Hold
1,052
– – 0.06% 105
2018
Q1 		$66K Hold
1,052
– – 0.06% 95
2017
Q4 		$64K Buy
+1,052
New +$62.6K 0.06% 103

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

Crewe Advisors's EEMV Position: Q4 2024 in Review

Crewe Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2024, closing a stake of 100 shares — an estimated $6.27K sold.

Crewe Advisors first reported a position in EEMV in Q4 2017 and held it in 22 quarters. The position peaked at $66K in Q1 2018. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

  • Crewe Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 100 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2024, an estimated $6.27K.
  • Crewe Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 22 quarters.
  • Crewe Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $66K in Q1 2018.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.