Principal Financial Group
EEMV icon

Principal Financial Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Principal Financial Group’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
2021
Q4 		– Sell
-21,332
Closed -$1.34M – 2559
2021
Q3 		$1.34M Buy
21,332
+606
+3% +$38.1K ﹤0.01% 1944
2021
Q2 		$1.33M Buy
20,726
+479
+2% +$30.6K ﹤0.01% 1986
2021
Q1 		$1.28M Buy
20,247
+105
+0.5% +$6.63K ﹤0.01% 1941
2020
Q4 		$1.23M Buy
20,142
+1,463
+8% +$85.3K ﹤0.01% 1894
2020
Q3 		$1.03M Sell
18,679
-905
-5% -$50K ﹤0.01% 1867
2020
Q2 		$1.02M Buy
19,584
+1,963
+11% +$99.3K ﹤0.01% 1827
2020
Q1 		$827K Buy
17,621
+1,259
+8% +$67.9K ﹤0.01% 1768
2019
Q4 		$960K Buy
16,362
+1,246
+8% +$72.3K ﹤0.01% 1840
2019
Q3 		$863K Buy
15,116
+1,302
+9% +$74.9K ﹤0.01% 1847
2019
Q2 		$813K Buy
13,814
+1,087
+9% +$63.5K ﹤0.01% 1872
2019
Q1 		$754K Buy
12,727
+1,303
+11% +$76.2K ﹤0.01% 1868
2018
Q4 		$638K Buy
+11,424
New +$641K ﹤0.01% 1873

Other funds holding EEMV

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Principal Financial Group's EEMV Position: Q4 2021 in Review

Principal Financial Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2021, closing a stake of 21,332 shares — an estimated $1.34M sold.

Principal Financial Group first reported a position in EEMV in Q4 2018 and held it in 12 quarters. The position peaked at $1.34M in Q3 2021. 352 funds tracked by Wall St. Rank hold EEMV as of Q4 2021.

  • Principal Financial Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 21,332 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2021, an estimated $1.34M.
  • Principal Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 12 quarters.
  • Principal Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.34M in Q3 2021.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.