CVA Family Office’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

CVA Family Office’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 Q2	–	Sell	-45	Closed	-$2.55K	–	1285
2024 Q1	$2.55K	Hold	45	–	–	﹤0.01%	906
2023 Q4	$2.5K	Buy	+45	New	+$2.41K	﹤0.01%	882
2023 Q3	–	Sell	-45	Closed	-$2.47K	–	438
2023 Q2	$2.47K	Hold	45	–	–	﹤0.01%	873
2023 Q1	$2.46K	Hold	45	–	–	﹤0.01%	846
2022 Q4	$2.39K	Hold	45	–	–	﹤0.01%	814
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	802
2022 Q2	$2K	Hold	45	–	–	﹤0.01%	824
2022 Q1	$3K	Hold	45	–	–	﹤0.01%	826
2021 Q4	$3K	Hold	45	–	–	﹤0.01%	797
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	344
2021 Q2	$3K	Hold	45	–	–	﹤0.01%	827
2021 Q1	$3K	Hold	45	–	–	﹤0.01%	670
2020 Q4	$3K	Hold	45	–	–	﹤0.01%	334
2020 Q3	$2K	Hold	45	–	–	﹤0.01%	344
2020 Q2	$2K	Hold	45	–	–	﹤0.01%	306
2020 Q1	$2K	Buy	+45	New	+$2.43K	﹤0.01%	291

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

CVA Family Office's EEMV Position: Q2 2024 in Review

CVA Family Office sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2024, closing a stake of 45 shares — an estimated $2.55K sold.

CVA Family Office first reported a position in EEMV in Q1 2020 and held it in 16 quarters. The position peaked at $3K in Q1 2022. 337 funds tracked by Wall St. Rank hold EEMV as of Q2 2024.

CVA Family Office reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
CVA Family Office sold 45 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2024, an estimated $2.55K.
CVA Family Office first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2020 and held it in 16 quarters.
CVA Family Office's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3K in Q1 2022.
337 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2024.

Based on CVA Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.