Indie Asset Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Indie Asset Partners’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	-4,275	Closed	-$227K	–	87
2022 Q4	$227K	Hold	4,275	–	–	0.25%	72
2022 Q3	$217K	Hold	4,275	–	–	0.22%	78
2022 Q2	$237K	Hold	4,275	–	–	0.21%	86
2022 Q1	$261K	Hold	4,275	–	–	0.2%	102
2021 Q4	$269K	Buy	4,275 +135	+3%	+$8.51K	0.2%	104
2021 Q3	$259K	Sell	4,140 -235	-5%	-$14.8K	0.21%	101
2021 Q2	$281K	Hold	4,375	–	–	0.23%	90
2021 Q1	$276K	Hold	4,375	–	–	0.31%	86
2020 Q4	$267K	Hold	4,375	–	–	0.31%	83
2020 Q3	$241K	Sell	4,375 -145	-3%	-$8.01K	0.3%	77
2020 Q2	$250K	Buy	+4,520	New	+$229K	0.31%	73

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Indie Asset Partners's EEMV Position: Q1 2023 in Review

Indie Asset Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 4,275 shares — an estimated $227K sold.

Indie Asset Partners first reported a position in EEMV in Q2 2020 and held it in 11 quarters. The position peaked at $281K in Q2 2021. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

Indie Asset Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Indie Asset Partners sold 4,275 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $227K.
Indie Asset Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2020 and held it in 11 quarters.
Indie Asset Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $281K in Q2 2021.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Indie Asset Partners's 13F filing for Q1 2023, filed 11 May 2023.