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Granite Bay Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Granite Bay Wealth Management’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
Q4 		– Sell
-6,171
Closed -$346K – 310
2023
Q3 		$346K Buy
+6,171
New +$339K ﹤0.01% 280

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Granite Bay Wealth Management's EEMV Position: Q4 2023 in Review

Granite Bay Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 6,171 shares — an estimated $346K sold.

Granite Bay Wealth Management first reported a position in EEMV in Q3 2023 and held it in 1 quarter. The position peaked at $346K in Q3 2023. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

  • Granite Bay Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Granite Bay Wealth Management sold 6,171 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $346K.
  • Granite Bay Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2023 and held it in 1 quarter.
  • Granite Bay Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $346K in Q3 2023.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Granite Bay Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.