Financial Gravity Asset Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-494	Closed	-$860K	–	1991
2023 Q4	$860K	Hold	494	–	–	0.01%	387
2023 Q3	$860K	Buy	494 +385	+353%	+$21.1K	0.01%	375
2023 Q2	$6	Sell	109 -63	-37%	-$3.48K	﹤0.01%	1576
2023 Q1	$10	Buy	+172	New	+$9.32K	﹤0.01%	850

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Financial Gravity Asset Management's EEMV Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 494 shares — an estimated $860K sold.

Financial Gravity Asset Management first reported a position in EEMV in Q1 2023 and held it in 4 quarters. The position peaked at $860K in Q4 2023. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

Financial Gravity Asset Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 494 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $860K.
Financial Gravity Asset Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2023 and held it in 4 quarters.
Financial Gravity Asset Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $860K in Q4 2023.
328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.