LF
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Lee Financial’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Lee Financial’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
-533
Closed -$29.6K – 358
2023
Q4 		$29.6K Sell
533
-835
-61% -$44.8K 0.01% 273
2023
Q3 		$73K Sell
1,368
-2
-0.1% -$110 0.01% 184
2023
Q2 		$75.3K Sell
1,370
-9,038
-87% -$500K 0.01% 191
2023
Q1 		$568K Sell
10,408
-385
-4% -$20.9K 0.1% 80
2022
Q4 		$573K Sell
10,793
-15,433
-59% -$807K 0.1% 90
2022
Q3 		$1.33M Sell
26,226
-3,312
-11% -$181K 0.25% 58
2022
Q2 		$1.64M Sell
29,538
-18,022
-38% -$1.04M 0.3% 47
2022
Q1 		$2.9M Sell
47,560
-33,198
-41% -$2.06M 0.52% 28
2021
Q4 		$5.07M Sell
80,758
-38
-0% -$2.4K 0.95% 21
2021
Q3 		$5.06M Hold
80,796
– – 1.05% 18
2021
Q2 		$5.18M Sell
80,796
-30
-0% -$1.92K 1.1% 18
2021
Q1 		$5.11M Sell
80,826
-4,406
-5% -$278K 1.21% 18
2020
Q4 		$5.21M Buy
85,232
+5,369
+7% +$313K 1.35% 16
2020
Q3 		$4.41M Buy
79,863
+30,349
+61% +$1.68M 1.23% 17
2020
Q2 		$2.58M Buy
+49,514
New +$2.5M 0.71% 24

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

Lee Financial's EEMV Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 533 shares — an estimated $29.6K sold.

Lee Financial first reported a position in EEMV in Q2 2020 and held it in 15 quarters. The position peaked at $5.21M in Q4 2020. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

  • Lee Financial reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 533 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $29.6K.
  • Lee Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2020 and held it in 15 quarters.
  • Lee Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $5.21M in Q4 2020.
  • 328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.