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

Perennial 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
2024 Q3	–	Sell	-6,555	Closed	-$375K	–	407
2024 Q2	$375K	Buy	+6,555	New	+$372K	0.05%	242
2023 Q2	–	Sell	-21,976	Closed	-$1.2M	–	371
2023 Q1	$1.2M	Buy	21,976 +17,059	+347%	+$924K	0.22%	93
2022 Q4	$261K	Buy	4,917 +587	+14%	+$30.7K	0.11%	166
2022 Q3	$219K	Sell	4,330 -378	-8%	-$20.7K	0.1%	170
2022 Q2	$260K	Buy	+4,708	New	+$272K	0.1%	155

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

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

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

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

Perennial Investment Advisors's EEMV Position: Q3 2024 in Review

Perennial Investment Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2024, closing a stake of 6,555 shares — an estimated $375K sold.

Perennial Investment Advisors first reported a position in EEMV in Q2 2022 and held it in 5 quarters. The position peaked at $1.2M in Q1 2023. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

Perennial Investment Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Perennial Investment Advisors sold 6,555 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $375K.
Perennial Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 5 quarters.
Perennial Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.2M in Q1 2023.
336 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2024.

Based on Perennial Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.