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

HB 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
2022
Q2 		– Sell
-7,892
Closed -$482K – 590
2022
Q1 		$482K Buy
+7,892
New +$490K 0.01% 355

Other funds holding EEMV

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W
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HB Wealth Management's EEMV Position: Q2 2022 in Review

HB Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2022, closing a stake of 7,892 shares — an estimated $482K sold.

HB Wealth Management first reported a position in EEMV in Q1 2022 and held it in 1 quarter. The position peaked at $482K in Q1 2022. 444 funds tracked by Wall St. Rank hold EEMV as of Q2 2022.

  • HB Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • HB Wealth Management sold 7,892 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2022, an estimated $482K.
  • HB Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2022 and held it in 1 quarter.
  • HB Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $482K in Q1 2022.
  • 444 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2022.

Based on HB Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.