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Heritage Wealth Management (Arizona)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$28.8K Buy
542
+232
+75% +$12.1K ﹤0.01% 588
2022
Q3 		$16K Buy
+310
New +$16.9K 0.01% 575

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EEMV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 75% in Q4 2022, buying an estimated $12.1K and bringing the position to 542 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Heritage Wealth Management (Arizona) first reported a position in EEMV in Q3 2022 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 542 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $28.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 232 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $12.1K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #588 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.