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Kiely Wealth Advisory Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$7.83K Hold
133
– – 0.01% 216
2024
Q3 		$7.93K Hold
133
– – 0.01% 217
2024
Q2 		$7.69K Buy
+133
New +$7.54K ﹤0.01% 203

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiely Wealth Advisory Group's EEMV Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q4 2024 at 133 shares worth $7.83K. The position accounts for 0.01% of the portfolio, ranked #216.

Kiely Wealth Advisory Group first reported a position in EEMV in Q2 2024 and has held it in 3 quarters since. The position peaked at $7.93K in Q3 2024. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

  • Kiely Wealth Advisory Group held 133 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $7.83K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q4 2024.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #216 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.93K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.