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

Global Financial Private Client’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 Q2	–	Sell	-2,976	Closed	-$163K	–	681
2023 Q1	$163K	Sell	2,976 -320	-10%	-$17.3K	0.08%	169
2022 Q4	$175K	Sell	3,296 -5,106	-61%	-$267K	0.1%	146
2022 Q3	$430K	Buy	+8,402	New	+$459K	0.25%	95

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

WBG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Financial Private Client's EEMV Position: Q2 2023 in Review

Global Financial Private Client sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 2,976 shares — an estimated $163K sold.

Global Financial Private Client first reported a position in EEMV in Q3 2022 and held it in 3 quarters. The position peaked at $430K in Q3 2022. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

Global Financial Private Client reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Global Financial Private Client sold 2,976 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $163K.
Global Financial Private Client first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 3 quarters.
Global Financial Private Client's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $430K in Q3 2022.
366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on Global Financial Private Client's 13F filing for Q2 2023, filed 16 May 2024.