Oliver Lagore Vanvalin Investment Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	-107	Closed	-$6.05K	–	756
2024 Q1	$6.05K	Buy	+107	New	+$5.96K	﹤0.01%	481
2023 Q2	–	Sell	-85	Closed	-$4.64K	–	795
2023 Q1	$4.64K	Sell	85 -5,411	-98%	-$293K	﹤0.01%	501
2022 Q4	$292K	Sell	5,496 -1,901	-26%	-$99.4K	0.16%	67
2022 Q3	$375K	Sell	7,397 -527	-7%	-$28.8K	0.24%	56
2022 Q2	$439K	Buy	+7,924	New	+$458K	0.26%	56

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EEMV Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2024, closing a stake of 107 shares — an estimated $6.05K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in EEMV in Q2 2022 and held it in 5 quarters. The position peaked at $439K in Q2 2022. 337 funds tracked by Wall St. Rank hold EEMV as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 107 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2024, an estimated $6.05K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 5 quarters.
Oliver Lagore Vanvalin Investment Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $439K in Q2 2022.
337 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.