Financial Engines Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Financial Engines Advisors’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	-12,210	Closed	-$671K	–	287
2023 Q2	$671K	Hold	12,210	–	–	﹤0.01%	189
2023 Q1	$666K	Hold	12,210	–	–	﹤0.01%	198
2022 Q4	$648K	Hold	12,210	–	–	﹤0.01%	200
2022 Q3	$618K	Sell	12,210 -144	-1%	-$7.87K	﹤0.01%	189
2022 Q2	$684K	Buy	12,354 +55	+0.4%	+$3.18K	﹤0.01%	179
2022 Q1	$751K	Buy	+12,299	New	+$763K	﹤0.01%	177

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors's EEMV Position: Q3 2023 in Review

Financial Engines Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 12,210 shares — an estimated $671K sold.

Financial Engines Advisors first reported a position in EEMV in Q1 2022 and held it in 6 quarters. The position peaked at $751K in Q1 2022. 356 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

Financial Engines Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Financial Engines Advisors sold 12,210 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $671K.
Financial Engines Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2022 and held it in 6 quarters.
Financial Engines Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $751K in Q1 2022.
356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Financial Engines Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.