IPW
EEMV icon

Impact Partnership Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-40
Closed -$2.26K – 338
2024
Q1 		$2.26K Sell
40
-1,769
-98% -$98.6K ﹤0.01% 570
2023
Q4 		$101K Sell
1,809
-6,928
-79% -$371K 0.04% 246
2023
Q3 		$466K Buy
+8,737
New +$480K 0.15% 78

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
Fidelity Investments
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Impact Partnership Wealth's EEMV Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2024, closing a stake of 40 shares — an estimated $2.26K sold.

Impact Partnership Wealth first reported a position in EEMV in Q3 2023 and held it in 3 quarters. The position peaked at $466K in Q3 2023. 337 funds tracked by Wall St. Rank hold EEMV as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 40 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2024, an estimated $2.26K.
  • Impact Partnership Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $466K in Q3 2023.
  • 337 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.