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

MBA 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
2024
Q4 		– Sell
-3,599
Closed -$226K – 133
2024
Q3 		$226K Hold
3,599
– – 0.11% 121
2024
Q2 		$206K Hold
3,599
– – 0.11% 124
2024
Q1 		$204K Hold
3,599
– – 0.11% 126
2023
Q4 		$200K Buy
+3,599
New +$193K 0.11% 122

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MBA Advisors's EEMV Position: Q4 2024 in Review

MBA Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2024, closing a stake of 3,599 shares — an estimated $226K sold.

MBA Advisors first reported a position in EEMV in Q4 2023 and held it in 4 quarters. The position peaked at $226K in Q3 2024. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

  • MBA Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • MBA Advisors sold 3,599 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2024, an estimated $226K.
  • MBA Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2023 and held it in 4 quarters.
  • MBA Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $226K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on MBA Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.