Laurel Wealth Advisors (North Carolina)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-146	Closed	-$8.35K	–	715
2024 Q2	$8.35K	Hold	146	–	–	﹤0.01%	441
2024 Q1	$8.26K	Buy	+146	New	+$8.14K	﹤0.01%	451
2019 Q3	–	Sell	-105	Closed	-$6K	–	518
2019 Q2	$6K	Buy	+105	New	+$6.13K	﹤0.01%	412

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

Laurel Wealth Advisors (North Carolina)'s EEMV Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2024, closing a stake of 146 shares — an estimated $8.35K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EEMV in Q2 2019 and held it in 3 quarters. The position peaked at $8.35K in Q2 2024. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 146 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $8.35K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2019 and held it in 3 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $8.35K in Q2 2024.
336 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.