KWS
EEMV icon

Keystone Wealth Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Keystone Wealth 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
2023
Q4 		– Sell
-19,719
Closed -$1.05M – 218
2023
Q3 		$1.05M Sell
19,719
-7,452
-27% -$409K 0.4% 65
2023
Q2 		$1.49M Buy
27,171
+14,580
+116% +$806K 0.56% 43
2023
Q1 		$687K Buy
+12,591
New +$682K 0.28% 85

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Keystone Wealth Services's EEMV Position: Q4 2023 in Review

Keystone Wealth Services sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 19,719 shares — an estimated $1.05M sold.

Keystone Wealth Services first reported a position in EEMV in Q1 2023 and held it in 3 quarters. The position peaked at $1.49M in Q2 2023. 349 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

  • Keystone Wealth Services reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Keystone Wealth Services sold 19,719 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $1.05M.
  • Keystone Wealth Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2023 and held it in 3 quarters.
  • Keystone Wealth Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.49M in Q2 2023.
  • 349 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Keystone Wealth Services's 13F filing for Q4 2023, filed 17 Jan 2024.