Gradient Investments’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Gradient Investments’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	-155	Closed	-$8.87K	–	584
2024 Q2	$8.87K	Buy	+155	New	+$8.79K	﹤0.01%	759
2024 Q1	–	Sell	-45	Closed	-$2.5K	–	1392
2023 Q4	$2.5K	Buy	+45	New	+$2.41K	﹤0.01%	1168
2023 Q2	–	Sell	-3	Closed	-$164	–	1794
2023 Q1	$164	Hold	3	–	–	﹤0.01%	1399
2022 Q4	$159	Buy	+3	New	+$157	﹤0.01%	1404
2022 Q3	–	Sell	-26	Closed	-$1K	–	1383
2022 Q2	$1K	Buy	+26	New	+$1.5K	﹤0.01%	1119
2013 Q3	–	Sell	-31	Closed	-$2K	–	513
2013 Q2	$2K	Buy	+31	New	+$1.87K	﹤0.01%	360

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Gradient Investments's EEMV Position: Q3 2024 in Review

Gradient Investments sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2024, closing a stake of 155 shares — an estimated $8.87K sold.

Gradient Investments first reported a position in EEMV in Q2 2013 and held it in 6 quarters. The position peaked at $8.87K in Q2 2024. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

Gradient Investments reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 155 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $8.87K.
Gradient Investments first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2013 and held it in 6 quarters.
Gradient Investments's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $8.87K in Q2 2024.
336 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.