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HHM Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

HHM Wealth Advisors’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
-78
Closed -$4.46K – 795
2024
Q2 		$4.46K Buy
+78
New +$4.42K ﹤0.01% 643

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

HHM Wealth Advisors's EEMV Position: Q3 2024 in Review

HHM Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2024, closing a stake of 78 shares — an estimated $4.46K sold.

HHM Wealth Advisors first reported a position in EEMV in Q2 2024 and held it in 1 quarter. The position peaked at $4.46K in Q2 2024. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

  • HHM Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 78 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $4.46K.
  • HHM Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2024 and held it in 1 quarter.
  • HHM Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.46K 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 HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.