Galvin Gaustad & Stein’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Galvin Gaustad & Stein’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	-3,815	Closed	-$202K	–	164
2022 Q4	$202K	Buy	+3,815	New	+$200K	0.02%	160
2022 Q3	–	Sell	-3,863	Closed	-$214K	–	163
2022 Q2	$214K	Sell	3,863 -148	-4%	-$8.55K	0.02%	162
2022 Q1	$245K	Sell	4,011 -3	-0.1%	-$186	0.02%	154
2021 Q4	$252K	Sell	4,014 -97	-2%	-$6.11K	0.02%	159
2021 Q3	$258K	Buy	4,111 +609	+17%	+$38.3K	0.02%	162
2021 Q2	$225K	Sell	3,502 -338	-9%	-$21.6K	0.02%	181
2021 Q1	$243K	Buy	3,840 +44	+1%	+$2.78K	0.02%	176
2020 Q4	$232K	Buy	+3,796	New	+$221K	0.02%	174

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

Galvin Gaustad & Stein's EEMV Position: Q1 2023 in Review

Galvin Gaustad & Stein sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 3,815 shares — an estimated $202K sold.

Galvin Gaustad & Stein first reported a position in EEMV in Q4 2020 and held it in 8 quarters. The position peaked at $258K in Q3 2021. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

Galvin Gaustad & Stein reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Galvin Gaustad & Stein sold 3,815 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $202K.
Galvin Gaustad & Stein first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and held it in 8 quarters.
Galvin Gaustad & Stein's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $258K in Q3 2021.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2023, filed 17 Apr 2023.