Pinnacle Bancorp’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Pinnacle Bancorp’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
2025 Q1	–	Sell	-3,800	Closed	-$220K	–	913
2024 Q4	$220K	Hold	3,800	–	–	0.07%	209
2024 Q3	$238K	Hold	3,800	–	–	0.06%	200
2024 Q2	$217K	Sell	3,800 -2,000	-34%	-$113K	0.06%	194
2024 Q1	$328K	Hold	5,800	–	–	0.1%	147
2023 Q4	$322K	Hold	5,800	–	–	0.11%	139
2023 Q3	$309K	Hold	5,800	–	–	0.11%	135
2023 Q2	$319K	Hold	5,800	–	–	0.11%	138
2023 Q1	$317K	Buy	5,800 +1,400	+32%	+$75.8K	0.12%	134
2022 Q4	$233K	Hold	4,400	–	–	0.09%	169
2022 Q3	$223K	Hold	4,400	–	–	0.1%	155
2022 Q2	$244K	Hold	4,400	–	–	0.1%	150
2022 Q1	$269K	Hold	4,400	–	–	0.09%	150
2021 Q4	$276K	Hold	4,400	–	–	0.1%	150
2021 Q3	$276K	Hold	4,400	–	–	0.11%	138
2021 Q2	$282K	Hold	4,400	–	–	0.13%	135
2021 Q1	$278K	Buy	4,400 +800	+22%	+$50.5K	0.13%	129
2020 Q4	$220K	Buy	3,600 +1,200	+50%	+$70K	0.14%	144
2020 Q3	$132K	Buy	+2,400	New	+$132K	0.09%	168

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Pinnacle Bancorp's EEMV Position: Q1 2025 in Review

Pinnacle Bancorp sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2025, closing a stake of 3,800 shares — an estimated $220K sold.

Pinnacle Bancorp first reported a position in EEMV in Q3 2020 and held it in 18 quarters. The position peaked at $328K in Q1 2024. 327 funds tracked by Wall St. Rank hold EEMV as of Q1 2025.

Pinnacle Bancorp reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Pinnacle Bancorp sold 3,800 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2025, an estimated $220K.
Pinnacle Bancorp first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2020 and held it in 18 quarters.
Pinnacle Bancorp's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $328K in Q1 2024.
327 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2025.

Based on Pinnacle Bancorp's 13F filing for Q1 2025, filed 23 Apr 2025.