LSAG
EEMV icon

Lake Street Advisors Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Lake Street Advisors 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
Q1 		– Sell
-5,185
Closed -$288K – 661
2023
Q4 		$288K Buy
+5,185
New +$278K 0.01% 451

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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

Lake Street Advisors Group's EEMV Position: Q1 2024 in Review

Lake Street Advisors Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 5,185 shares — an estimated $288K sold.

Lake Street Advisors Group first reported a position in EEMV in Q4 2023 and held it in 1 quarter. The position peaked at $288K in Q4 2023. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

  • Lake Street Advisors Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 5,185 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $288K.
  • Lake Street Advisors Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2023 and held it in 1 quarter.
  • Lake Street Advisors Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $288K in Q4 2023.
  • 328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Lake Street Advisors Group's 13F filing for Q1 2024, filed 13 May 2024.