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

Executive 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
2024
Q4 		$258K Sell
4,445
-323
-7% -$19.5K 0.02% 230
2024
Q3 		$299K Buy
+4,768
New +$282K 0.02% 219
2024
Q2 		– Sell
-119,461
Closed -$6.76M – 153
2024
Q1 		$6.76M Sell
119,461
-1,158
-1% -$64.5K 0.59% 61
2023
Q4 		$6.71M Buy
120,619
+3,103
+3% +$166K 0.63% 55
2023
Q3 		$6.27M Buy
117,516
+4,922
+4% +$270K 0.65% 54
2023
Q2 		$6.19M Buy
112,594
+3,914
+4% +$216K 0.64% 57
2023
Q1 		$5.93M Buy
108,680
+15,534
+17% +$841K 0.66% 50
2022
Q4 		$4.94M Buy
93,146
+88,489
+1,900% +$4.63M 0.61% 54
2022
Q3 		$4.66K Sell
4,657
-83,953
-95% -$4.59M 0.65% 53
2022
Q2 		$4.91M Sell
88,610
-12,101
-12% -$699K 0.66% 50
2022
Q1 		$6.15M Buy
100,711
+7,013
+7% +$435K 0.67% 53
2021
Q4 		$5.89M Buy
93,698
+8,897
+10% +$561K 0.59% 56
2021
Q3 		$5.31M Buy
84,801
+3,488
+4% +$219K 0.59% 58
2021
Q2 		$5.22M Buy
81,313
+395
+0.5% +$25.2K 0.57% 60
2021
Q1 		$5.11M Sell
80,918
-15,194
-16% -$960K 0.6% 53
2020
Q4 		$5.87M Sell
96,112
-1,368
-1% -$79.8K 0.72% 33
2020
Q3 		$5.38M Buy
97,480
+9,351
+11% +$516K 0.74% 28
2020
Q2 		$4.58M Sell
88,129
-3,619
-4% -$183K 0.69% 28
2020
Q1 		$4.3M Sell
91,748
-90,081
-50% -$4.86M 0.76% 22
2019
Q4 		$10.7M Sell
181,829
-5,265
-3% -$306K 1.46% 15
2019
Q3 		$10.7M Sell
187,094
-195,795
-51% -$11.3M 1.62% 15
2019
Q2 		$22.5M Buy
382,889
+13,374
+4% +$781K 3.19% 9
2019
Q1 		$21.9M Buy
369,515
+42,630
+13% +$2.49M 3.91% 6
2018
Q4 		$18.3M Buy
+326,885
New +$18.3M 3.22% 6

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Executive Wealth Management's EEMV Position: Q4 2024 in Review

Executive Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 6.8% in Q4 2024, selling an estimated $19.5K and leaving 4,445 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #230.

Executive Wealth Management first reported a position in EEMV in Q4 2018 and has held it in 24 quarters since. The position peaked at $22.5M in Q2 2019. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

  • Executive Wealth Management held 4,445 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $258K as of Q4 2024.
  • Executive Wealth Management sold 323 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2024, an estimated $19.5K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #230 holding.
  • Executive Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $22.5M in Q2 2019.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.