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Life Planning Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Life Planning Partners’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
-30
Closed -$1.67K – 110
2023
Q4 		$1.67K Buy
+30
New +$1.61K ﹤0.01% 213
2022
Q3 		$1.52K Hold
30
– – ﹤0.01% 165
2022
Q2 		$2K Hold
30
– – ﹤0.01% 164
2022
Q1 		$2K Hold
30
– – ﹤0.01% 167
2021
Q4 		$2K Buy
+30
New +$1.89K ﹤0.01% 154

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

Life Planning Partners's EEMV Position: Q1 2024 in Review

Life Planning Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 30 shares — an estimated $1.67K sold.

Life Planning Partners first reported a position in EEMV in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

  • Life Planning Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 30 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $1.67K.
  • Life Planning Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2K in Q2 2022.
  • 328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.