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NewSquare Capital’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

NewSquare Capital’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
2022
Q4 		– Sell
-19
Closed -$1K – 841
2022
Q3 		$1K Buy
+19
New +$1.04K ﹤0.01% 381
2018
Q2 		– Sell
-30
Closed -$2K – 312
2018
Q1 		$2K Hold
30
– – ﹤0.01% 309
2017
Q4 		$2K Sell
30
-65
-68% -$3.87K ﹤0.01% 310
2017
Q3 		$6K Sell
95
-15
-14% -$862 ﹤0.01% 237
2017
Q2 		$6K Hold
110
– – ﹤0.01% 224
2017
Q1 		$6K Sell
110
-35
-24% -$1.81K ﹤0.01% 222
2016
Q4 		$7K Hold
145
– – ﹤0.01% 226
2016
Q3 		$8K Sell
145
-165
-53% -$8.8K ﹤0.01% 271
2016
Q2 		$16K Sell
310
-10
-3% -$507 ﹤0.01% 226
2016
Q1 		$16K Sell
320
-50
-14% -$2.38K ﹤0.01% 247
2015
Q4 		$18K Sell
370
-280
-43% -$14.3K 0.01% 208
2015
Q3 		$32K Sell
650
-853
-57% -$45.1K 0.01% 171
2015
Q2 		$87K Sell
1,503
-925
-38% -$56.2K 0.03% 130
2015
Q1 		$143K Buy
2,428
+145
+6% +$8.39K 0.04% 110
2014
Q4 		$129K Sell
2,283
-582
-20% -$34.1K 0.04% 122
2014
Q3 		$171K Buy
2,865
+775
+37% +$47.8K 0.06% 116
2014
Q2 		$126K Buy
2,090
+965
+86% +$57.1K 0.05% 126
2014
Q1 		$64K Buy
1,125
+865
+333% +$47.7K 0.03% 134
2013
Q4 		$15K Buy
+260
New +$15.4K 0.01% 177

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewSquare Capital's EEMV Position: Q4 2022 in Review

NewSquare Capital sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

NewSquare Capital first reported a position in EEMV in Q4 2013 and held it in 19 quarters. The position peaked at $171K in Q3 2014. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

  • NewSquare Capital reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • NewSquare Capital sold 19 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $1K.
  • NewSquare Capital first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2013 and held it in 19 quarters.
  • NewSquare Capital's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $171K in Q3 2014.
  • 485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on NewSquare Capital's 13F filing for Q4 2022, filed 7 Feb 2023.