ICA Group Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

ICA Group Wealth 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 Q3	–	Sell	-513	Closed	-$28.2K	–	478
2023 Q2	$28.2K	Buy	513 +4	+0.8%	+$221	0.01%	618
2023 Q1	$27.8K	Sell	509 -4,503	-90%	-$244K	0.01%	598
2022 Q4	$266K	Buy	+5,012	New	+$262K	0.06%	221

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

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

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

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

ICA Group Wealth Management's EEMV Position: Q3 2023 in Review

ICA Group Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 513 shares — an estimated $28.2K sold.

ICA Group Wealth Management first reported a position in EEMV in Q4 2022 and held it in 3 quarters. The position peaked at $266K in Q4 2022. 356 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

ICA Group Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
ICA Group Wealth Management sold 513 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $28.2K.
ICA Group Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and held it in 3 quarters.
ICA Group Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $266K in Q4 2022.
356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.