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NFP Retirement Inc’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

NFP Retirement Inc’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
-10,155
Closed -$539K – 245
2022
Q4 		$539K Buy
10,155
+4,040
+66% +$211K 0.12% 139
2022
Q3 		$310K Buy
+6,115
New +$334K 0.08% 176

Other funds holding EEMV

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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

NFP Retirement Inc's EEMV Position: Q1 2023 in Review

NFP Retirement Inc sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 10,155 shares — an estimated $539K sold.

NFP Retirement Inc first reported a position in EEMV in Q3 2022 and held it in 2 quarters. The position peaked at $539K in Q4 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

  • NFP Retirement Inc reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 10,155 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $539K.
  • NFP Retirement Inc first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 2 quarters.
  • NFP Retirement Inc's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $539K 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 NFP Retirement Inc's 13F filing for Q1 2023, filed 13 Feb 2025.