Resource Planning Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Resource Planning 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
2023 Q3	–	Sell	-4,099	Closed	-$225K	–	58
2023 Q2	$225K	Buy	4,099 +26	+0.6%	+$1.44K	0.18%	56
2023 Q1	$222K	Buy	4,073 +224	+6%	+$12.1K	0.18%	57
2022 Q4	$204K	Buy	+3,849	New	+$201K	0.16%	63
2022 Q3	–	Sell	-3,617	Closed	-$200K	–	64
2022 Q2	$200K	Buy	+3,617	New	+$209K	0.17%	64
2021 Q4	–	Sell	-7,165	Closed	-$449K	–	73
2021 Q3	$449K	Buy	7,165 +172	+2%	+$10.8K	0.28%	49
2021 Q2	$449K	Buy	6,993 +29	+0.4%	+$1.85K	0.26%	52
2021 Q1	$440K	Buy	+6,964	New	+$440K	0.29%	46

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

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

WBG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Resource Planning Group's EEMV Position: Q3 2023 in Review

Resource Planning Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 4,099 shares — an estimated $225K sold.

Resource Planning Group first reported a position in EEMV in Q1 2021 and held it in 7 quarters. The position peaked at $449K in Q3 2021. 354 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

Resource Planning Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Resource Planning Group sold 4,099 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $225K.
Resource Planning Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2021 and held it in 7 quarters.
Resource Planning Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $449K in Q3 2021.
354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Resource Planning Group's 13F filing for Q3 2023, filed 14 Nov 2023.