ICP
EEMV icon

Interchange Capital Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Interchange Capital 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
-14,145
Closed -$750K – 225
2022
Q4 		$750K Buy
14,145
+7,873
+126% +$412K 0.77% 34
2022
Q3 		$317K Buy
6,272
+2,251
+56% +$123K 0.35% 79
2022
Q2 		$222K Buy
+4,021
New +$232K 0.25% 132

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Northwestern Mutual Wealth Management
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Interchange Capital Partners's EEMV Position: Q1 2023 in Review

Interchange Capital Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 14,145 shares — an estimated $750K sold.

Interchange Capital Partners first reported a position in EEMV in Q2 2022 and held it in 3 quarters. The position peaked at $750K in Q4 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

  • Interchange Capital Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Interchange Capital Partners sold 14,145 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $750K.
  • Interchange Capital Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
  • Interchange Capital Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $750K in Q4 2022.
  • 391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Interchange Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.