Patriot Financial Group Insurance Agency’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Patriot Financial Group Insurance Agency’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	-6,430	Closed	-$341K	–	466
2022 Q4	$341K	Buy	+6,430	New	+$336K	0.05%	291
2022 Q3	–	Sell	-177	Closed	-$10K	–	836
2022 Q2	$10K	Buy	+177	New	+$10.2K	﹤0.01%	1233
2018 Q2	–	Sell	-589	Closed	-$36K	–	673
2018 Q1	$36K	Buy	589 +121	+26%	+$7.56K	0.03%	366
2017 Q4	$29K	Buy	468 +161	+52%	+$9.57K	0.02%	388
2017 Q3	$18K	Buy	307 +78	+34%	+$4.48K	0.02%	430
2017 Q2	$13K	Hold	229	–	–	0.01%	473
2017 Q1	$12K	Buy	229 +55	+32%	+$2.84K	0.01%	456
2016 Q4	$9K	Buy	+174	New	+$8.92K	0.01%	475

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 $6.73T AUM 46.02% 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 $1.48B AUM 21% 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 $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EEMV Position: Q1 2023 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 6,430 shares — an estimated $341K sold.

Patriot Financial Group Insurance Agency first reported a position in EEMV in Q4 2016 and held it in 8 quarters. The position peaked at $341K in Q4 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 6,430 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $341K.
Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2016 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $341K 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 Patriot Financial Group Insurance Agency's 13F filing for Q1 2023, filed 20 Apr 2023.