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

LVW 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
-11,705
Closed -$624K – 260
2023
Q3 		$624K Hold
11,705
– – 0.13% 104
2023
Q2 		$644K Sell
11,705
-1,748
-13% -$96.7K 0.12% 110
2023
Q1 		$734K Sell
13,453
-37,457
-74% -$2.03M 0.14% 105
2022
Q4 		$2.7M Buy
50,910
+17,175
+51% +$898K 0.55% 54
2022
Q3 		$1.71M Buy
33,735
+9,329
+38% +$510K 0.38% 62
2022
Q2 		$1.35M Buy
+24,406
New +$1.41M 0.28% 72

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

LVW Advisors's EEMV Position: Q4 2023 in Review

LVW Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 11,705 shares — an estimated $624K sold.

LVW Advisors first reported a position in EEMV in Q2 2022 and held it in 6 quarters. The position peaked at $2.7M in Q4 2022. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

  • LVW Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • LVW Advisors sold 11,705 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $624K.
  • LVW Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 6 quarters.
  • LVW Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.7M in Q4 2022.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on LVW Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.