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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pettinga Financial Advisors's EEMV Position: Q1 2023 in Review

Pettinga Financial Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 188,215 shares — an estimated $9.98M sold.

Pettinga Financial Advisors first reported a position in EEMV in Q1 2019 and held it in 7 quarters. The position peaked at $10.7M in Q2 2022. 390 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

Pettinga Financial Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Pettinga Financial Advisors sold 188,215 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $9.98M.
Pettinga Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2019 and held it in 7 quarters.
Pettinga Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $10.7M in Q2 2022.
390 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Pettinga Financial Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.