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

DOHJ LLC’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
Q4 		– Sell
-4,984
Closed -$265K – 139
2023
Q3 		$265K Sell
4,984
-183
-4% -$10K 0.12% 78
2023
Q2 		$284K Buy
5,167
+59
+1% +$3.26K 0.12% 78
2023
Q1 		$279K Sell
5,108
-906
-15% -$49.1K 0.14% 78
2022
Q4 		$319K Sell
6,014
-171
-3% -$8.95K 0.18% 73
2022
Q3 		$313K Sell
6,185
-1,157
-16% -$63.2K 0.21% 66
2022
Q2 		$407K Sell
7,342
-806
-10% -$46.5K 0.23% 64
2022
Q1 		$497K Sell
8,148
-2,971
-27% -$184K 0.24% 67
2021
Q4 		$698K Sell
11,119
-2,746
-20% -$173K 0.31% 62
2021
Q3 		$873K Sell
13,865
-2,656
-16% -$167K 0.41% 58
2021
Q2 		$1.06M Sell
16,521
-888
-5% -$56.7K 0.56% 50
2021
Q1 		$1.1M Sell
17,409
-766
-4% -$48.4K 0.64% 44
2020
Q4 		$1.15M Sell
18,175
-16,878
-48% -$984K 0.68% 45
2020
Q3 		$2.03M Buy
35,053
+965
+3% +$53.3K 1.27% 27
2020
Q2 		$1.88M Buy
34,088
+10,784
+46% +$546K 1.29% 30
2020
Q1 		$1.09M Sell
23,304
-252
-1% -$13.6K 1.06% 33
2019
Q4 		$1.38M Buy
+23,556
New +$1.37M 1.23% 29

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DOHJ LLC's EEMV Position: Q4 2023 in Review

DOHJ LLC sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 4,984 shares — an estimated $265K sold.

DOHJ LLC first reported a position in EEMV in Q4 2019 and held it in 16 quarters. The position peaked at $2.03M in Q3 2020. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

  • DOHJ LLC reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • DOHJ LLC sold 4,984 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $265K.
  • DOHJ LLC first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 16 quarters.
  • DOHJ LLC's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.03M in Q3 2020.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on DOHJ LLC's 13F filing for Q4 2023, filed 2 Feb 2024.