MGWM
EEMV icon

Marks Group Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Marks Group Wealth Management’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
Q1 		– Sell
-76,222
Closed -$4.04M – 277
2022
Q4 		$4.04M Buy
76,222
+48,953
+180% +$2.56M 0.55% 77
2022
Q3 		$1.38M Buy
27,269
+493
+2% +$26.9K 0.21% 127
2022
Q2 		$1.48M Buy
+26,776
New +$1.55M 0.21% 127

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marks Group Wealth Management's EEMV Position: Q1 2023 in Review

Marks Group Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 76,222 shares — an estimated $4.04M sold.

Marks Group Wealth Management first reported a position in EEMV in Q2 2022 and held it in 3 quarters. The position peaked at $4.04M in Q4 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

  • Marks Group Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 76,222 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $4.04M.
  • Marks Group Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
  • Marks Group Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.04M in Q4 2022.
  • 391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.