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

ERn Financial 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
Q2 		– Sell
-4,660
Closed -$254K – 170
2023
Q1 		$254K Sell
4,660
-54
-1% -$2.92K 0.06% 155
2022
Q4 		$250K Sell
4,714
-180
-4% -$9.42K 0.06% 159
2022
Q3 		$248K Hold
4,894
– – 0.06% 148
2022
Q2 		$271K Buy
+4,894
New +$283K 0.07% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ERn Financial LLC's EEMV Position: Q2 2023 in Review

ERn Financial LLC sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 4,660 shares — an estimated $254K sold.

ERn Financial LLC first reported a position in EEMV in Q2 2022 and held it in 4 quarters. The position peaked at $271K in Q2 2022. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

  • ERn Financial LLC reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • ERn Financial LLC sold 4,660 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $254K.
  • ERn Financial LLC first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 4 quarters.
  • ERn Financial LLC's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $271K in Q2 2022.
  • 366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on ERn Financial LLC's 13F filing for Q2 2023, filed 10 Aug 2023.