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Fiduciary Alliance’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-1,390
Closed -$76.4K – 382
2023
Q2 		$76.4K Buy
+1,390
New +$76.9K 0.02% 250
2023
Q1 		– Sell
-1,418
Closed -$75.2K – 347
2022
Q4 		$75.2K Buy
+1,418
New +$74.2K 0.02% 188

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiduciary Alliance's EEMV Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 1,390 shares — an estimated $76.4K sold.

Fiduciary Alliance first reported a position in EEMV in Q4 2022 and held it in 2 quarters. The position peaked at $76.4K in Q2 2023. 356 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1,390 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $76.4K.
  • Fiduciary Alliance first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $76.4K in Q2 2023.
  • 356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.