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

One Wealth 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
2025 Q1	–	Sell	-3,944	Closed	-$229K	–	292
2024 Q4	$229K	Sell	3,944 -135	-3%	-$8.15K	0.03%	221
2024 Q3	$256K	Sell	4,079 -1	-0%	-$59	0.04%	221
2024 Q2	$237K	Sell	4,080 -600	-13%	-$34K	0.05%	196
2024 Q1	$265K	Sell	4,680 -2,083	-31%	-$116K	0.05%	198
2023 Q4	$376K	Sell	6,763 -5,120	-43%	-$275K	0.07%	133
2023 Q3	$634K	Sell	11,883 -6,272	-35%	-$344K	0.14%	82
2023 Q2	$998K	Sell	18,155 -2,430	-12%	-$134K	0.21%	65
2023 Q1	$1.12M	Sell	20,585 -25,502	-55%	-$1.38M	0.26%	57
2022 Q4	$2.44M	Buy	46,087 +35,235	+325%	+$1.84M	0.56%	39
2022 Q3	$550K	Buy	+10,852	New	+$593K	0.18%	72

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

One Wealth Advisors's EEMV Position: Q1 2025 in Review

One Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2025, closing a stake of 3,944 shares — an estimated $229K sold.

One Wealth Advisors first reported a position in EEMV in Q3 2022 and held it in 10 quarters. The position peaked at $2.44M in Q4 2022. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2025.

One Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
One Wealth Advisors sold 3,944 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2025, an estimated $229K.
One Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 10 quarters.
One Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.44M in Q4 2022.
328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2025.

Based on One Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.