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

Iron Horse 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
2023
Q2 		– Sell
-150
Closed -$8.19K – 324
2023
Q1 		$8.19K Buy
+150
New +$8.13K ﹤0.01% 167

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Iron Horse Wealth Management's EEMV Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 150 shares — an estimated $8.19K sold.

Iron Horse Wealth Management first reported a position in EEMV in Q1 2023 and held it in 1 quarter. The position peaked at $8.19K in Q1 2023. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

  • Iron Horse Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 150 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $8.19K.
  • Iron Horse Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $8.19K in Q1 2023.
  • 366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.