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Csenge Advisory Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Csenge Advisory 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
2024
Q4 		– Sell
-3,555
Closed -$221K – 714
2024
Q3 		$221K Sell
3,555
-10
-0.3% -$592 0.01% 642
2024
Q2 		$204K Sell
3,565
-3,214
-47% -$182K 0.01% 625
2024
Q1 		$384K Sell
6,779
-305
-4% -$17K 0.02% 494
2023
Q4 		$394K Sell
7,084
-304
-4% -$16.3K 0.02% 466
2023
Q3 		$394K Sell
7,388
-3,546
-32% -$195K 0.03% 424
2023
Q2 		$601K Sell
10,934
-4,754
-30% -$263K 0.04% 328
2023
Q1 		$856K Sell
15,688
-24,527
-61% -$1.33M 0.06% 239
2022
Q4 		$2.13M Buy
40,215
+11,008
+38% +$576K 0.17% 115
2022
Q3 		$1.48M Buy
29,207
+13,482
+86% +$737K 0.12% 157
2022
Q2 		$872K Buy
15,725
+7,639
+94% +$441K 0.07% 234
2022
Q1 		$494K Buy
8,086
+3,422
+73% +$212K 0.04% 382
2021
Q4 		$299K Sell
4,664
-1,800
-28% -$113K 0.03% 454
2021
Q3 		$405K Buy
6,464
+1,800
+39% +$113K 0.03% 410
2021
Q2 		$299K Buy
4,664
+168
+4% +$10.7K 0.03% 455
2021
Q1 		$284K Sell
4,496
-1,739
-28% -$110K 0.03% 393
2020
Q4 		$381K Sell
6,235
-211
-3% -$12.3K 0.05% 276
2020
Q3 		$359K Sell
6,446
-3,337
-34% -$184K 0.05% 268
2020
Q2 		$509K Sell
9,783
-49,067
-83% -$2.48M 0.07% 190
2020
Q1 		$2.76M Buy
58,850
+3,075
+6% +$166K 0.73% 29
2019
Q4 		$3.27M Buy
55,775
+737
+1% +$42.8K 0.83% 21
2019
Q3 		$3.14M Sell
55,038
-17,328
-24% -$996K 0.86% 20
2019
Q2 		$4.26M Sell
72,366
-8,259
-10% -$482K 1.45% 11
2019
Q1 		$4.78M Buy
80,625
+13,150
+19% +$769K 1.64% 8
2018
Q4 		$3.77M Buy
67,475
+16,851
+33% +$946K 1.38% 12
2018
Q3 		$2.82M Sell
50,624
-734
-1% -$43K 1.1% 17
2018
Q2 		$2.97M Buy
51,358
+3,755
+8% +$229K 1.09% 13
2018
Q1 		$2.97M Buy
47,603
+13,390
+39% +$836K 1.03% 14
2017
Q4 		$2.08M Buy
+34,213
New +$2.03M 0.74% 25

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

Csenge Advisory Group's EEMV Position: Q4 2024 in Review

Csenge Advisory Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2024, closing a stake of 3,555 shares — an estimated $221K sold.

Csenge Advisory Group first reported a position in EEMV in Q4 2017 and held it in 28 quarters. The position peaked at $4.78M in Q1 2019. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

  • Csenge Advisory Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 3,555 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2024, an estimated $221K.
  • Csenge Advisory Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 28 quarters.
  • Csenge Advisory Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.78M in Q1 2019.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.