EWM
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Edge Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Edge Wealth Management’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
2022
Q1 		– Sell
-56
Closed -$4K – 214
2021
Q4 		$4K Hold
56
– – ﹤0.01% 352
2021
Q3 		$4K Hold
56
– – ﹤0.01% 362
2021
Q2 		$4K Hold
56
– – ﹤0.01% 354
2021
Q1 		$4K Hold
56
– – ﹤0.01% 342
2020
Q4 		$3K Sell
56
-330
-85% -$19.2K ﹤0.01% 315
2020
Q3 		$21K Sell
386
-3,543
-90% -$196K ﹤0.01% 257
2020
Q2 		$204K Sell
3,929
-125
-3% -$6.32K 0.04% 137
2020
Q1 		$190K Sell
4,054
-39,363
-91% -$2.12M 0.04% 139
2019
Q4 		$2.54M Sell
43,417
-2,016
-4% -$117K 0.51% 45
2019
Q3 		$2.59M Buy
45,433
+21,787
+92% +$1.25M 0.6% 40
2019
Q2 		$1.39M Sell
23,646
-89
-0.4% -$5.2K 0.31% 54
2019
Q1 		$1.41M Buy
23,735
+3,014
+15% +$176K 0.35% 51
2018
Q4 		$1.16M Sell
20,721
-3,066
-13% -$172K 0.33% 49
2018
Q3 		$1.41M Buy
23,787
+708
+3% +$41.5K 0.34% 42
2018
Q2 		$1.33M Sell
23,079
-439
-2% -$26.7K 0.34% 44
2018
Q1 		$1.47M Buy
23,518
+9,504
+68% +$594K 0.39% 46
2017
Q4 		$851K Buy
14,014
+3,523
+34% +$210K 0.24% 61
2017
Q3 		$611K Sell
10,491
-2,712
-21% -$156K 0.18% 67
2017
Q2 		$731K Buy
13,203
+10,305
+356% +$566K 0.23% 64
2017
Q1 		$155K Buy
+2,898
New +$150K 0.05% 134
2016
Q4 		– Sell
-130
Closed -$7K – 503
2016
Q3 		$7K Buy
+130
New +$6.93K ﹤0.01% 366

Other funds holding EEMV

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Edge Wealth Management's EEMV Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2022, closing a stake of 56 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in EEMV in Q3 2016 and held it in 21 quarters. The position peaked at $2.59M in Q3 2019. 343 funds tracked by Wall St. Rank hold EEMV as of Q1 2022.

  • Edge Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 56 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2022, an estimated $4K.
  • Edge Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2016 and held it in 21 quarters.
  • Edge Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.59M in Q3 2019.
  • 343 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.