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

Hilltop 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 Q1	–	Sell	-3,670	Closed	-$204K	–	51
2023 Q4	$204K	Buy	+3,670	New	+$197K	0.12%	41
2023 Q3	–	Sell	-3,918	Closed	-$215K	–	38
2023 Q2	$215K	Sell	3,918 -60	-2%	-$3.32K	0.16%	34
2023 Q1	$217K	Sell	3,978 -50	-1%	-$2.71K	0.17%	33
2022 Q4	$214K	Sell	4,028 -289	-7%	-$15.1K	0.18%	37
2022 Q3	$219K	Sell	4,317 -7	-0.2%	-$382	0.23%	32
2022 Q2	$240K	Hold	4,324	–	–	0.23%	26
2022 Q1	$264K	Sell	4,324 -2,977	-41%	-$185K	0.22%	26
2021 Q4	$459K	Buy	7,301 +37	+0.5%	+$2.33K	0.32%	23
2021 Q3	$455K	Sell	7,264 -28	-0.4%	-$1.76K	0.32%	21
2021 Q2	$468K	Buy	7,292 +23	+0.3%	+$1.47K	0.33%	21
2021 Q1	$459K	Sell	7,269 -47	-0.6%	-$2.97K	0.35%	18
2020 Q4	$447K	Buy	7,316 +42	+0.6%	+$2.45K	0.4%	18
2020 Q3	$401K	Hold	7,274	–	–	0.41%	17
2020 Q2	$378K	Sell	7,274 -84,778	-92%	-$4.29M	0.41%	18
2020 Q1	$4.32M	Buy	92,052 +11,023	+14%	+$595K	5.27%	5
2019 Q4	$4.75M	Buy	+81,029	New	+$4.7M	4.93%	6

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Hilltop Wealth Advisors's EEMV Position: Q1 2024 in Review

Hilltop Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 3,670 shares — an estimated $204K sold.

Hilltop Wealth Advisors first reported a position in EEMV in Q4 2019 and held it in 16 quarters. The position peaked at $4.75M in Q4 2019. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

Hilltop Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Hilltop Wealth Advisors sold 3,670 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $204K.
Hilltop Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 16 quarters.
Hilltop Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.75M in Q4 2019.
328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.