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

Resurgent 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
-449
Closed -$24K – 507
2023
Q3 		$24K Hold
449
– – 0.02% 453
2023
Q2 		$24.7K Hold
449
– – 0.02% 461
2023
Q1 		$24.5K Sell
449
-2,383
-84% -$129K 0.02% 449
2022
Q4 		$150K Buy
+2,832
New +$148K 0.08% 240

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 $5.72T 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 $432B 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 $666B 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

Resurgent Financial Advisors's EEMV Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 449 shares — an estimated $24K sold.

Resurgent Financial Advisors first reported a position in EEMV in Q4 2022 and held it in 4 quarters. The position peaked at $150K in Q4 2022. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 449 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $24K.
  • Resurgent Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $150K in Q4 2022.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.