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

OneDigital Investment 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
2023 Q1	–	Sell	-4,892	Closed	-$260K	–	972
2022 Q4	$260K	Buy	4,892 +628	+15%	+$32.9K	0.01%	711
2022 Q3	$216K	Buy	+4,264	New	+$233K	0.01%	689
2021 Q4	–	Sell	-34,499	Closed	-$2.16M	–	805
2021 Q3	$2.16M	Sell	34,499 -235	-0.7%	-$14.8K	0.09%	150
2021 Q2	$2.23M	Sell	34,734 -753	-2%	-$48.1K	0.09%	142
2021 Q1	$2.24M	Sell	35,487 -2,321	-6%	-$147K	0.1%	136
2020 Q4	$2.31M	Buy	37,808 +2,117	+6%	+$123K	0.12%	122
2020 Q3	$1.97M	Sell	35,691 -803	-2%	-$44.3K	0.14%	124
2020 Q2	$1.9M	Buy	36,494 +616	+2%	+$31.2K	0.14%	141
2020 Q1	$1.68M	Buy	35,878 +4,193	+13%	+$226K	0.15%	135
2019 Q4	$1.86M	Buy	31,685 +2,164	+7%	+$126K	0.15%	133
2019 Q3	$1.69M	Buy	29,521 +25,493	+633%	+$1.47M	0.15%	124
2019 Q2	$237K	Buy	+4,028	New	+$235K	0.02%	375

Other funds holding EEMV

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

Jane Street New York $777B AUM 61.18% 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

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

OneDigital Investment Advisors's EEMV Position: Q1 2023 in Review

OneDigital Investment Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 4,892 shares — an estimated $260K sold.

OneDigital Investment Advisors first reported a position in EEMV in Q2 2019 and held it in 12 quarters. The position peaked at $2.31M in Q4 2020. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

OneDigital Investment Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 4,892 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $260K.
OneDigital Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2019 and held it in 12 quarters.
OneDigital Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.31M in Q4 2020.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on OneDigital Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.