IFWM
EEMV icon

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

Institute for 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
2021
Q4 		– Sell
-3,325
Closed -$208K – 495
2021
Q3 		$208K Sell
3,325
-35
-1% -$2.2K 0.04% 456
2021
Q2 		$216K Sell
3,360
-6
-0.2% -$383 0.04% 447
2021
Q1 		$213K Sell
3,366
-456
-12% -$28.8K 0.04% 432
2020
Q4 		$233K Sell
3,822
-790
-17% -$46.1K 0.05% 399
2020
Q3 		$254K Sell
4,612
-310
-6% -$17.1K 0.06% 352
2020
Q2 		$256K Sell
4,922
-555
-10% -$28.1K 0.06% 346
2020
Q1 		$257K Sell
5,477
-346
-6% -$18.7K 0.08% 310
2019
Q4 		$342K Sell
5,823
-713
-11% -$41.4K 0.08% 319
2019
Q3 		$373K Sell
6,536
-3,851
-37% -$221K 0.09% 285
2019
Q2 		$611K Buy
10,387
+914
+10% +$53.4K 0.14% 225
2019
Q1 		$562K Buy
+9,473
New +$554K 0.12% 220
2018
Q4 		– Sell
-12,282
Closed -$726K – 287
2018
Q3 		$726K Sell
12,282
-837
-6% -$49.1K 0.25% 127
2018
Q2 		$756K Sell
13,119
-620
-5% -$37.7K 0.24% 131
2018
Q1 		$843K Sell
13,739
-15,755
-53% -$984K 0.25% 146
2017
Q4 		$1.8M Buy
29,494
+12,952
+78% +$770K 0.42% 63
2017
Q3 		$961K Sell
16,542
-1,168
-7% -$67.1K 0.31% 104
2017
Q2 		$981K Buy
+17,710
New +$972K 0.27% 118

Other funds holding EEMV

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Institute for Wealth Management's EEMV Position: Q4 2021 in Review

Institute for Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2021, closing a stake of 3,325 shares — an estimated $208K sold.

Institute for Wealth Management first reported a position in EEMV in Q2 2017 and held it in 17 quarters. The position peaked at $1.8M in Q4 2017. 352 funds tracked by Wall St. Rank hold EEMV as of Q4 2021.

  • Institute for Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 3,325 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2021, an estimated $208K.
  • Institute for Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2017 and held it in 17 quarters.
  • Institute for Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.8M in Q4 2017.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2021.

Based on Institute for Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.