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	–	832
2023 Q3	$9.39K	Buy	+176	New	+$9.66K	﹤0.01%	535
2022 Q3	–	Sell	-173	Closed	-$10K	–	905
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 Charlotte, North Carolina $1.55T AUM 33.47% 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

WBG

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Plante Moran Financial Advisors's EEMV Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 176 shares — an estimated $9.39K sold.

Plante Moran Financial Advisors first reported a position in EEMV in Q2 2013 and held it in 7 quarters. The position peaked at $11K in Q3 2013. 349 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

Plante Moran Financial Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 176 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $9.39K.
Plante Moran Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2013 and held it in 7 quarters.
Plante Moran Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $11K in Q3 2013.
349 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.