Lenox Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Lenox Wealth 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
2022 Q1	$442K	Hold	7,250	–	–	0.06%	70
2021 Q4	$455K	Hold	7,250	–	–	0.05%	72
2021 Q3	$454K	Hold	7,250	–	–	0.06%	69
2021 Q2	$465K	Hold	7,250	–	–	0.06%	70
2021 Q1	$458K	Hold	7,250	–	–	0.06%	54
2020 Q4	$443K	Hold	7,250	–	–	0.06%	53
2020 Q3	$400K	Hold	7,250	–	–	0.06%	52
2020 Q2	$377K	Hold	7,250	–	–	0.06%	51
2020 Q1	$340K	Hold	7,250	–	–	0.06%	48
2019 Q4	$425K	Hold	7,250	–	–	0.07%	51
2019 Q3	$414K	Hold	7,250	–	–	0.07%	49
2019 Q2	$427K	Hold	7,250	–	–	0.07%	44
2019 Q1	$430K	Hold	7,250	–	–	0.08%	42
2018 Q4	$410K	Hold	7,250	–	–	0.09%	39
2018 Q3	$430K	Hold	7,250	–	–	0.09%	37
2018 Q2	$419K	Hold	7,250	–	–	0.09%	32
2018 Q1	$452K	Hold	7,250	–	–	0.11%	31
2017 Q4	$441K	Hold	7,250	–	–	0.12%	20
2017 Q3	$421K	Hold	7,250	–	–	0.13%	19
2017 Q2	$402K	Hold	7,250	–	–	0.13%	18
2017 Q1	$388K	Hold	7,250	–	–	0.12%	18
2016 Q4	$355K	Hold	7,250	–	–	0.11%	20
2016 Q3	$392K	Hold	7,250	–	–	0.12%	24
2016 Q2	$374K	Hold	7,250	–	–	0.11%	25
2016 Q1	$372K	Hold	7,250	–	–	0.11%	23
2015 Q4	$342K	Hold	7,250	–	–	0.11%	27
2015 Q3	$361K	Hold	7,250	–	–	0.13%	24
2015 Q2	$421K	Hold	7,250	–	–	0.18%	19
2015 Q1	$428K	Hold	7,250	–	–	0.17%	18
2014 Q4	$411K	Hold	7,250	–	–	0.17%	17
2014 Q3	$434K	Hold	7,250	–	–	0.19%	19
2014 Q2	$441K	Sell	7,250 -841	-10%	-$49.8K	0.2%	14
2014 Q1	$467K	Sell	8,091 -4,026	-33%	-$222K	0.27%	11
2013 Q4	$706K	Sell	12,117 -1,984	-14%	-$117K	0.5%	12
2013 Q3	$828K	Sell	14,101 -1,174	-8%	-$67.6K	0.77%	10
2013 Q2	$872K	Buy	+15,275	New	+$922K	0.98%	8

Other funds holding EEMV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Lenox Wealth Advisors's EEMV Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q1 2022 at 7,250 shares worth $442K. The position accounts for 0.06% of the portfolio, ranked #70.

Lenox Wealth Advisors first reported a position in EEMV in Q2 2013 and has held it in 36 quarters since. The position peaked at $872K in Q2 2013. 343 funds tracked by Wall St. Rank hold EEMV as of Q1 2022.

Lenox Wealth Advisors held 7,250 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $442K as of Q1 2022.
Lenox Wealth Advisors left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q1 2022.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.06% of Lenox Wealth Advisors's portfolio in Q1 2022, its #70 holding.
Lenox Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2013 and has held it in 36 quarters since.
Lenox Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $872K in Q2 2013.
343 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.