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

MONECO 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
Q2 		– Sell
-5,853
Closed -$331K – 426
2024
Q1 		$331K Sell
5,853
-181
-3% -$10.1K 0.05% 302
2023
Q4 		$335K Sell
6,034
-155
-3% -$8.31K 0.06% 270
2023
Q3 		$330K Sell
6,189
-33
-0.5% -$1.81K 0.09% 238
2023
Q2 		$342K Buy
6,222
+837
+16% +$46.3K 0.09% 232
2023
Q1 		$294K Buy
+5,385
New +$292K 0.09% 244

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

MONECO Advisors's EEMV Position: Q2 2024 in Review

MONECO Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2024, closing a stake of 5,853 shares — an estimated $331K sold.

MONECO Advisors first reported a position in EEMV in Q1 2023 and held it in 5 quarters. The position peaked at $342K in Q2 2023. 337 funds tracked by Wall St. Rank hold EEMV as of Q2 2024.

  • MONECO Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • MONECO Advisors sold 5,853 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2024, an estimated $331K.
  • MONECO Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2023 and held it in 5 quarters.
  • MONECO Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $342K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2024.

Based on MONECO Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.