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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$12.3M Buy
231,219
+25,523
+12% +$1.34M 1.41% 11
2022
Q3
$10.4M Buy
+205,696
New +$11.2M 1.27% 15

Other funds holding EEMV

Icon Wealth Advisors's EEMV Position: Q4 2022 in Review

Icon Wealth Advisors increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 12% in Q4 2022, buying an estimated $1.34M and bringing the position to 231,219 shares worth $12.3M. The position accounts for 1.41% of the portfolio, ranked #11.

Icon Wealth Advisors first reported a position in EEMV in Q3 2022 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

  • Icon Wealth Advisors held 231,219 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $12.3M as of Q4 2022.
  • Icon Wealth Advisors bought 25,523 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $1.34M.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 1.41% of Icon Wealth Advisors's portfolio in Q4 2022, its #11 holding.
  • Icon Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.