Personal CFO Solutions’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Personal CFO Solutions’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 Q1	–	Sell	-7,207	Closed	-$401K	–	551
2023 Q4	$401K	Buy	7,207 +547	+8%	+$29.3K	0.07%	289
2023 Q3	$355K	Buy	6,660 +787	+13%	+$43.2K	0.07%	284
2023 Q2	$323K	Sell	5,873 -1,881	-24%	-$104K	0.07%	313
2023 Q1	$423K	Sell	7,754 -1,248	-14%	-$67.6K	0.09%	223
2022 Q4	$478K	Buy	9,002 +2,087	+30%	+$109K	0.1%	197
2022 Q3	$350K	Buy	6,915 +598	+9%	+$32.7K	0.09%	223
2022 Q2	$350K	Buy	+6,317	New	+$365K	0.08%	233

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal CFO Solutions's EEMV Position: Q1 2024 in Review

Personal CFO Solutions sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 7,207 shares — an estimated $401K sold.

Personal CFO Solutions first reported a position in EEMV in Q2 2022 and held it in 7 quarters. The position peaked at $478K in Q4 2022. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

Personal CFO Solutions reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Personal CFO Solutions sold 7,207 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $401K.
Personal CFO Solutions first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 7 quarters.
Personal CFO Solutions's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $478K in Q4 2022.
328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.