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Gen-Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Gen-Wealth Partners’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
Q3 		– Sell
-66
Closed -$3.78K – 678
2024
Q2 		$3.78K Sell
66
-540
-89% -$30.6K ﹤0.01% 544
2024
Q1 		$34.3K Buy
+606
New +$33.8K 0.02% 400

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Gen-Wealth Partners's EEMV Position: Q3 2024 in Review

Gen-Wealth Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2024, closing a stake of 66 shares — an estimated $3.78K sold.

Gen-Wealth Partners first reported a position in EEMV in Q1 2024 and held it in 2 quarters. The position peaked at $34.3K in Q1 2024. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

  • Gen-Wealth Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 66 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $3.78K.
  • Gen-Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $34.3K in Q1 2024.
  • 336 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.