PFA
EEMV icon

Pettinga Financial Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Pettinga Financial 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
-188,215
Closed -$9.98M – 104
2022
Q4 		$9.98M Sell
188,215
-5,915
-3% -$309K 3.26% 9
2022
Q3 		$9.84M Buy
194,130
+1,697
+0.9% +$92.7K 3.38% 7
2022
Q2 		$10.7M Buy
192,433
+171,828
+834% +$9.92M 3.2% 5
2022
Q1 		$1.26M Buy
20,605
+11,860
+136% +$736K 0.32% 49
2021
Q4 		$549K Buy
+8,745
New +$551K 0.13% 73
2019
Q3 		– Sell
-145,068
Closed -$8.54M – 89
2019
Q2 		$8.54M Buy
145,068
+80,074
+123% +$4.68M 4.44% 9
2019
Q1 		$3.85M Buy
+64,994
New +$3.8M 2.06% 12

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
UBS Group Zurich, Switzerland $564B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return