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Hoxton Planning & Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Hoxton Planning & Management’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
2023
Q1 		– Sell
-51,621
Closed -$2.74M – 164
2022
Q4 		$2.74M Buy
+51,621
New +$2.7M 1.45% 12

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hoxton Planning & Management's EEMV Position: Q1 2023 in Review

Hoxton Planning & Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 51,621 shares — an estimated $2.74M sold.

Hoxton Planning & Management first reported a position in EEMV in Q4 2022 and held it in 1 quarter. The position peaked at $2.74M in Q4 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

  • Hoxton Planning & Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 51,621 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $2.74M.
  • Hoxton Planning & Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and held it in 1 quarter.
  • Hoxton Planning & Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.74M in Q4 2022.
  • 391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Hoxton Planning & Management's 13F filing for Q1 2023, filed 15 May 2023.