Householder Group Estate & Retirement Specialist’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Householder Group Estate & Retirement Specialist’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	-1	Closed	–	–	719
2024 Q3	$0	Buy	+1	New	+$59	﹤0.01%	1204
2024 Q2	–	Sell	-233	Closed	-$13.2K	–	1233
2024 Q1	$13.2K	Hold	233	–	–	﹤0.01%	756
2023 Q4	$12K	Buy	233 +4	+2%	+$214	﹤0.01%	723
2023 Q3	$12.2K	Buy	+229	New	+$12.6K	﹤0.01%	744
2023 Q1	$12K	Buy	+227	New	+$12.3K	﹤0.01%	752
2022 Q4	–	Sell	-1	Closed	–	–	516
2022 Q3	$0	Buy	+1	New	+$55	﹤0.01%	1115

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's EEMV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2024, closing a stake of 1 share.

Householder Group Estate & Retirement Specialist first reported a position in EEMV in Q3 2022 and held it in 6 quarters. The position peaked at $13.2K in Q1 2024. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1 iShares MSCI Emerging Markets Min Vol Factor ETF share in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $13.2K in Q1 2024.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.