Prospera Financial Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Prospera Financial Services’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
2024 Q3	–	Sell	-3,911	Closed	-$224K	–	1139
2024 Q2	$224K	Sell	3,911 -313	-7%	-$17.7K	0.01%	1035
2024 Q1	$239K	Sell	4,224 -119	-3%	-$6.63K	0.01%	986
2023 Q4	$241K	Sell	4,343 -367	-8%	-$19.7K	0.01%	927
2023 Q3	$251K	Buy	+4,710	New	+$259K	0.01%	870
2022 Q2	–	Sell	-2,327	Closed	-$142K	–	1879
2022 Q1	$142K	Buy	+2,327	New	+$144K	0.01%	993
2020 Q4	–	Sell	-2,133	Closed	-$118K	–	902
2020 Q3	$118K	Buy	+2,133	New	+$118K	0.05%	367

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Prospera Financial Services's EEMV Position: Q3 2024 in Review

Prospera Financial Services sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2024, closing a stake of 3,911 shares — an estimated $224K sold.

Prospera Financial Services first reported a position in EEMV in Q3 2020 and held it in 6 quarters. The position peaked at $251K in Q3 2023. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

Prospera Financial Services reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Prospera Financial Services sold 3,911 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $224K.
Prospera Financial Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2020 and held it in 6 quarters.
Prospera Financial Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $251K in Q3 2023.
336 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2024.

Based on Prospera Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.