Kelly Financial Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-426	Closed	-$24.4K	–	282
2024 Q2	$24.4K	Sell	426 -26	-6%	-$1.47K	0.01%	307
2024 Q1	$25.6K	Sell	452 -189	-29%	-$10.5K	0.01%	297
2023 Q4	$35.6K	Sell	641 -14	-2%	-$751	0.01%	241
2023 Q3	$34.9K	Hold	655	–	–	0.02%	221
2023 Q2	$36K	Sell	655 -487	-43%	-$26.9K	0.02%	227
2023 Q1	$62.3K	Sell	1,142 -110,534	-99%	-$5.99M	0.03%	162
2022 Q4	$5.92M	Buy	111,676 +3,170	+3%	+$166K	3.12%	5
2022 Q3	$5.5M	Buy	108,506 +19,480	+22%	+$1.06M	3.21%	6
2022 Q2	$4.93M	Buy	+89,026	New	+$5.14M	2.59%	7

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Kelly Financial Services's EEMV Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2024, closing a stake of 426 shares — an estimated $24.4K sold.

Kelly Financial Services first reported a position in EEMV in Q2 2022 and held it in 9 quarters. The position peaked at $5.92M in Q4 2022. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

Kelly Financial Services reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 426 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $24.4K.
Kelly Financial Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 9 quarters.
Kelly Financial Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $5.92M in Q4 2022.
336 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.