First Heartland Consultants’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-9,419	Closed	-$500K	–	365
2022 Q4	$500K	Buy	9,419 +1,019	+12%	+$53.3K	0.08%	197
2022 Q3	$425	Sell	8,400 -204	-2%	-$11.1K	0.04%	204
2022 Q2	$476K	Buy	+8,604	New	+$497K	0.07%	197
2019 Q3	–	Sell	-4,565	Closed	-$269K	–	293
2019 Q2	$269K	Sell	4,565 -61,857	-93%	-$3.61M	0.06%	227
2019 Q1	$3.94M	Buy	66,422 +1,975	+3%	+$115K	1.1%	22
2018 Q4	$3.6M	Sell	64,447 -3,574	-5%	-$201K	1.34%	19
2018 Q3	$4.03M	Buy	68,021 +3,762	+6%	+$221K	1.26%	16
2018 Q2	$3.72M	Buy	64,259 +7,450	+13%	+$453K	1.31%	14
2018 Q1	$3.54M	Buy	56,809 +16,268	+40%	+$1.02M	1.06%	22
2017 Q4	$2.46M	Sell	40,541 -2,196	-5%	-$131K	0.74%	36
2017 Q3	$2.48M	Buy	42,737 +1,117	+3%	+$64.2K	0.6%	37
2017 Q2	$2.31M	Buy	41,620 +20,949	+101%	+$1.15M	0.6%	39
2017 Q1	$1.11M	Sell	20,671 -776	-4%	-$40.1K	0.31%	87
2016 Q4	$1.05M	Sell	21,447 -241	-1%	-$12.4K	0.32%	86
2016 Q3	$1.17M	Sell	21,688 -151,493	-87%	-$8.08M	0.34%	75
2016 Q2	$893	Buy	+173,181	New	+$8.78M	0.1%	93

Other funds holding EEMV

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

Jane Street New York $777B AUM 61.18% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

First Heartland Consultants's EEMV Position: Q1 2023 in Review

First Heartland Consultants sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 9,419 shares — an estimated $500K sold.

First Heartland Consultants first reported a position in EEMV in Q2 2016 and held it in 16 quarters. The position peaked at $4.03M in Q3 2018. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

First Heartland Consultants reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
First Heartland Consultants sold 9,419 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $500K.
First Heartland Consultants first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2016 and held it in 16 quarters.
First Heartland Consultants's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.03M in Q3 2018.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.