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High Net Worth Advisory Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

High Net Worth Advisory Group’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
Q4 		– Sell
-3,252
Closed -$204K – 222
2024
Q3 		$204K Sell
3,252
-501
-13% -$29.7K 0.06% 219
2024
Q2 		$215K Buy
3,753
+11
+0.3% +$624 0.07% 197
2024
Q1 		$212K Hold
3,742
– – 0.07% 204
2023
Q4 		$208K Sell
3,742
-980
-21% -$52.5K 0.08% 189
2023
Q3 		$252K Hold
4,722
– – 0.1% 155
2023
Q2 		$260K Sell
4,722
-2,129
-31% -$118K 0.1% 159
2023
Q1 		$374K Buy
6,851
+150
+2% +$8.13K 0.15% 127
2022
Q4 		$355K Sell
6,701
-1,368
-17% -$71.6K 0.14% 131
2022
Q3 		$409K Hold
8,069
– – 0.17% 118
2022
Q2 		$447K Sell
8,069
-1,114
-12% -$64.3K 0.19% 110
2022
Q1 		$560K Sell
9,183
-400
-4% -$24.8K 0.2% 98
2021
Q4 		$602K Buy
+9,583
New +$604K 0.21% 96

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

High Net Worth Advisory Group's EEMV Position: Q4 2024 in Review

High Net Worth Advisory Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2024, closing a stake of 3,252 shares — an estimated $204K sold.

High Net Worth Advisory Group first reported a position in EEMV in Q4 2021 and held it in 12 quarters. The position peaked at $602K in Q4 2021. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

  • High Net Worth Advisory Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • High Net Worth Advisory Group sold 3,252 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2024, an estimated $204K.
  • High Net Worth Advisory Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and held it in 12 quarters.
  • High Net Worth Advisory Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $602K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on High Net Worth Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.