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

IHT 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
2024
Q4 		– Sell
-3,220
Closed -$202K – 1110
2024
Q3 		$202K Buy
+3,220
New +$191K 0.01% 1086
2023
Q4 		– Sell
-3,868
Closed -$206K – 995
2023
Q3 		$206K Sell
3,868
-6,206
-62% -$341K 0.01% 869
2023
Q2 		$554K Buy
10,074
+217
+2% +$12K 0.03% 509
2023
Q1 		$538K Sell
9,857
-376
-4% -$20.4K 0.03% 477
2022
Q4 		$543K Buy
10,233
+105
+1% +$5.49K 0.03% 469
2022
Q3 		$513K Buy
+10,128
New +$553K 0.04% 449
2021
Q3 		– Sell
-3,652
Closed -$234K – 849
2021
Q2 		$234K Sell
3,652
-497
-12% -$31.7K 0.01% 805
2021
Q1 		$262K Sell
4,149
-3,875
-48% -$245K 0.02% 682
2020
Q4 		$490K Sell
8,024
-8,822
-52% -$515K 0.04% 416
2020
Q3 		$930K Sell
16,846
-5,461
-24% -$301K 0.09% 226
2020
Q2 		$1.16M Sell
22,307
-3,741
-14% -$189K 0.16% 143
2020
Q1 		$1.22M Sell
26,048
-3,701
-12% -$200K 0.18% 140
2019
Q4 		$1.75M Buy
29,749
+24,219
+438% +$1.41M 0.21% 121
2019
Q3 		$316K Buy
5,530
+1,588
+40% +$91.3K 0.04% 415
2019
Q2 		$232K Buy
+3,942
New +$230K 0.03% 460
2018
Q2 		– Sell
-2,180
Closed -$134K – 673
2018
Q1 		$134K Buy
2,180
+195
+10% +$12.2K 0.04% 421
2017
Q4 		$124K Sell
1,985
-23
-1% -$1.37K 0.03% 441
2017
Q3 		$118K Buy
2,008
+1,293
+181% +$74.3K 0.05% 323
2017
Q2 		$100 Buy
715
+280
+64% +$15.4K 0.05% 337
2017
Q1 		$23K Buy
+435
New +$22.5K 0.02% 620

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IHT Wealth Management's EEMV Position: Q4 2024 in Review

IHT Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2024, closing a stake of 3,220 shares — an estimated $202K sold.

IHT Wealth Management first reported a position in EEMV in Q1 2017 and held it in 20 quarters. The position peaked at $1.75M in Q4 2019. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

  • IHT Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 3,220 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2024, an estimated $202K.
  • IHT Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2017 and held it in 20 quarters.
  • IHT Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.75M in Q4 2019.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.