Lumature Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Lumature Wealth 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
2023 Q2	$11.1K	Hold	202	–	–	0.01%	306
2023 Q1	$11K	Hold	202	–	–	0.01%	301
2022 Q4	$10.7K	Hold	202	–	–	0.01%	304
2022 Q3	$10K	Hold	202	–	–	0.01%	314
2022 Q2	$11K	Sell	202 -169	-46%	-$9.76K	﹤0.01%	315
2022 Q1	$23K	Sell	371 -168	-31%	-$10.4K	0.01%	305
2021 Q4	$34K	Hold	539	–	–	0.01%	254
2021 Q3	$34K	Sell	539 -148	-22%	-$9.31K	0.01%	250
2021 Q2	$44K	Sell	687 -158	-19%	-$10.1K	0.02%	240
2021 Q1	$53K	Buy	+845	New	+$53.4K	0.03%	227

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WBG

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

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

Lumature Wealth Partners's EEMV Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q2 2023 at 202 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #306.

Lumature Wealth Partners first reported a position in EEMV in Q1 2021 and has held it in 10 quarters since. The position peaked at $53K in Q1 2021. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

Lumature Wealth Partners held 202 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $11.1K as of Q2 2023.
Lumature Wealth Partners left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q2 2023.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #306 holding.
Lumature Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $53K in Q1 2021.
366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.