EMPI
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Elo Mutual Pension Insurance’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Elo Mutual Pension Insurance’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
-91,300
Closed -$4.87M – 479
2023
Q3 		$4.87M Buy
91,300
+12,100
+15% +$664K 0.15% 123
2023
Q2 		$4.35M Buy
79,200
+12,000
+18% +$664K 0.13% 136
2023
Q1 		$3.67M Buy
67,200
+1,000
+2% +$54.2K 0.12% 155
2022
Q4 		$3.51M Hold
66,200
– – 0.12% 151
2022
Q3 		$3.35M Hold
66,200
– – 0.13% 141
2022
Q2 		$3.67M Hold
66,200
– – 0.12% 142
2022
Q1 		$4.04M Hold
66,200
– – 0.12% 151
2021
Q4 		$4.16M Sell
66,200
-29,000
-30% -$1.83M 0.11% 148
2021
Q3 		$5.97M Hold
95,200
– – 0.19% 91
2021
Q2 		$6.11M Hold
95,200
– – 0.2% 91
2021
Q1 		$6.01M Sell
95,200
-1,009,000
-91% -$63.7M 0.2% 90
2020
Q4 		$67.4M Sell
1,104,200
-845,800
-43% -$49.3M 2.23% 9
2020
Q3 		$108M Hold
1,950,000
– – 3.78% 7
2020
Q2 		$91.9M Hold
1,950,000
– – 3.99% 9
2020
Q1 		$91.5M Sell
1,950,000
-725,000
-27% -$39.1M 4.17% 9
2019
Q4 		$157M Hold
2,675,000
– – 5.74% 8
2019
Q3 		$153M Hold
2,675,000
– – 6.06% 8
2019
Q2 		$157M Sell
2,675,000
-200,000
-7% -$11.7M 6.37% 8
2019
Q1 		$170M Sell
2,875,000
-475,000
-14% -$27.8M 7.76% 4
2018
Q4 		$187M Hold
3,350,000
– – 8.53% 6
2018
Q3 		$199M Hold
3,350,000
– – 8.37% 7
2018
Q2 		$194M Buy
3,350,000
+650,000
+24% +$39.6M 8.76% 7
2018
Q1 		$168M Buy
+2,700,000
New +$169M 6.17% 9

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

Elo Mutual Pension Insurance's EEMV Position: Q4 2023 in Review

Elo Mutual Pension Insurance sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 91,300 shares — an estimated $4.87M sold.

Elo Mutual Pension Insurance first reported a position in EEMV in Q1 2018 and held it in 23 quarters. The position peaked at $199M in Q3 2018. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

  • Elo Mutual Pension Insurance reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 91,300 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $4.87M.
  • Elo Mutual Pension Insurance first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2018 and held it in 23 quarters.
  • Elo Mutual Pension Insurance's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $199M in Q3 2018.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Elo Mutual Pension Insurance's 13F filing for Q4 2023, filed 14 Feb 2024.