Intelligence Driven Advisers’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Intelligence Driven Advisers’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 Q3	–	Sell	-19,874	Closed	-$1.08M	–	90
2023 Q2	$1.08M	Sell	19,874 -232,861	-92%	-$12.9M	0.19%	42
2023 Q1	$13.8M	Sell	252,735 -818	-0.3%	-$44.3K	2.49%	12
2022 Q4	$13.9M	Sell	253,553 -11,859	-4%	-$620K	2.54%	12
2022 Q3	$13.8M	Buy	+265,412	New	+$14.5M	2.76%	12

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Intelligence Driven Advisers's EEMV Position: Q3 2023 in Review

Intelligence Driven Advisers sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 19,874 shares — an estimated $1.08M sold.

Intelligence Driven Advisers first reported a position in EEMV in Q3 2022 and held it in 4 quarters. The position peaked at $13.9M in Q4 2022. 356 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

Intelligence Driven Advisers reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 19,874 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $1.08M.
Intelligence Driven Advisers first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 4 quarters.
Intelligence Driven Advisers's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $13.9M in Q4 2022.
356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Intelligence Driven Advisers's 13F filing for Q3 2023, filed 7 Nov 2023.