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

Plante Moran 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
Q4 		– Sell
-176
Closed -$9.39K – 843
2023
Q3 		$9.39K Buy
+176
New +$9.66K ﹤0.01% 535
2022
Q3 		– Sell
-173
Closed -$10K – 911
2022
Q2 		$10K Buy
+173
New +$9.99K ﹤0.01% 606
2019
Q3 		– Sell
-63
Closed -$4K – 857
2019
Q2 		$4K Buy
+63
New +$3.68K ﹤0.01% 669
2019
Q1 		– Sell
-50
Closed -$3K – 813
2018
Q4 		$3K Buy
+50
New +$2.81K ﹤0.01% 651
2017
Q2 		– Sell
-66
Closed -$4K – 849
2017
Q1 		$4K Buy
+66
New +$3.41K ﹤0.01% 722
2013
Q4 		– Sell
-180
Closed -$11K – 690
2013
Q3 		$11K Buy
180
+55
+44% +$3.17K 0.01% 379
2013
Q2 		$7K Buy
+125
New +$7.54K 0.01% 400

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return