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

Laidlaw 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
2025
Q1 		– Sell
-14,792
Closed -$858K – 76
2024
Q4 		$858K Sell
14,792
-3,634
-20% -$220K 0.37% 71
2024
Q3 		$1.16M Buy
18,426
+2,609
+16% +$154K 0.57% 54
2024
Q2 		$905K Sell
15,817
-783
-5% -$44.4K 0.5% 59
2024
Q1 		$939K Sell
16,600
-553
-3% -$30.8K 0.52% 60
2023
Q4 		$954K Sell
17,153
-12,708
-43% -$681K 0.35% 85
2023
Q3 		$1.59M Sell
29,861
-6,272
-17% -$344K 0.53% 55
2023
Q2 		$1.99M Buy
36,133
+683
+2% +$37.8K 0.39% 63
2023
Q1 		$1.93M Sell
35,450
-2,912
-8% -$158K 0.39% 66
2022
Q4 		$2.04M Buy
38,362
+1,369
+4% +$71.6K 0.44% 65
2022
Q3 		$1.88M Buy
36,993
+1,163
+3% +$63.5K 0.44% 64
2022
Q2 		$1.99M Buy
35,830
+4,977
+16% +$287K 0.4% 71
2022
Q1 		$1.88M Buy
30,853
+3,635
+13% +$225K 0.31% 84
2021
Q4 		$1.71M Buy
27,218
+2,339
+9% +$147K 0.27% 100
2021
Q3 		$1.56M Sell
24,879
-3,107
-11% -$195K 0.4% 76
2021
Q2 		$1.8M Buy
27,986
+4,537
+19% +$290K 0.46% 59
2021
Q1 		$1.48M Buy
23,449
+7,882
+51% +$498K 0.51% 58
2020
Q4 		$951K Buy
15,567
+7,339
+89% +$428K 0.2% 128
2020
Q3 		$454K Buy
+8,228
New +$454K 0.2% 115

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Laidlaw Wealth Management's EEMV Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2025, closing a stake of 14,792 shares — an estimated $858K sold.

Laidlaw Wealth Management first reported a position in EEMV in Q3 2020 and held it in 18 quarters. The position peaked at $2.04M in Q4 2022. 327 funds tracked by Wall St. Rank hold EEMV as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 14,792 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2025, an estimated $858K.
  • Laidlaw Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2020 and held it in 18 quarters.
  • Laidlaw Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.04M in Q4 2022.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.