Forum Private Client Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Forum Private Client Group’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	-4,470	Closed	-$249K	–	73
2023 Q4	$249K	Buy	+4,470	New	+$240K	0.13%	63
2023 Q3	–	Sell	-12,590	Closed	-$692K	–	19
2023 Q2	$692K	Sell	12,590 -1,156	-8%	-$63.9K	0.4%	39
2023 Q1	$750K	Sell	13,746 -2,332	-15%	-$126K	0.47%	38
2022 Q4	$853K	Buy	16,078 +317	+2%	+$16.6K	0.59%	34
2022 Q3	$799K	Sell	15,761 -1,531	-9%	-$83.6K	0.6%	33
2022 Q2	$958K	Buy	17,292 +1,932	+13%	+$112K	0.7%	33
2022 Q1	$937K	Buy	+15,360	New	+$953K	0.73%	32

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

Forum Private Client Group's EEMV Position: Q1 2024 in Review

Forum Private Client Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 4,470 shares — an estimated $249K sold.

Forum Private Client Group first reported a position in EEMV in Q1 2022 and held it in 7 quarters. The position peaked at $958K in Q2 2022. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

Forum Private Client Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Forum Private Client Group sold 4,470 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $249K.
Forum Private Client Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2022 and held it in 7 quarters.
Forum Private Client Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $958K in Q2 2022.
328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Forum Private Client Group's 13F filing for Q1 2024, filed 15 May 2024.