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Legacy Financial Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Legacy Financial Advisors’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
2023
Q4 		– Sell
-37,958
Closed -$2.03M – 303
2023
Q3 		$2.03M Buy
37,958
+9,393
+33% +$516K 0.41% 31
2023
Q2 		$1.57M Buy
+28,565
New +$1.58M 0.29% 47
2021
Q1 		– Sell
-26,109
Closed -$1.59M – 161
2020
Q4 		$1.59M Sell
26,109
-269,565
-91% -$15.7M 0.45% 19
2020
Q3 		$16.3M Sell
295,674
-8,805
-3% -$486K 4.98% 5
2020
Q2 		$15.8M Buy
304,479
+3,867
+1% +$196K 5.69% 5
2020
Q1 		$15.2M Buy
300,612
+750
+0.3% +$40.5K 5.64% 4
2019
Q4 		$17.6M Buy
299,862
+6,722
+2% +$390K 5.56% 4
2019
Q3 		$16.7M Buy
293,140
+18,229
+7% +$1.05M 5.56% 4
2019
Q2 		$16.2M Buy
274,911
+8,449
+3% +$493K 5.72% 4
2019
Q1 		$15.8M Buy
266,462
+20,255
+8% +$1.18M 5.35% 4
2018
Q4 		$13.8M Sell
246,207
-279
-0.1% -$15.7K 5.33% 4
2018
Q3 		$14.6M Buy
246,486
+7,386
+3% +$433K 5.29% 4
2018
Q2 		$14M Buy
239,100
+10,617
+5% +$646K 5.32% 4
2018
Q1 		$14.4M Buy
228,483
+11,571
+5% +$723K 5.73% 4
2017
Q4 		$13.2M Buy
+216,912
New +$12.9M 5.41% 4

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Financial Advisors's EEMV Position: Q4 2023 in Review

Legacy Financial Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 37,958 shares — an estimated $2.03M sold.

Legacy Financial Advisors first reported a position in EEMV in Q4 2017 and held it in 15 quarters. The position peaked at $17.6M in Q4 2019. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

  • Legacy Financial Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Advisors sold 37,958 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $2.03M.
  • Legacy Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 15 quarters.
  • Legacy Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $17.6M in Q4 2019.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Legacy Financial Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.