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

Retirement 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
2024 Q1	–	Sell	-325	Closed	-$3.29K	–	850
2023 Q4	$3.29K	Hold	325	–	–	﹤0.01%	585
2023 Q3	$2.54K	Hold	325	–	–	﹤0.01%	557
2023 Q2	$2.67K	Hold	325	–	–	﹤0.01%	583
2023 Q1	$2K	Hold	325	–	–	﹤0.01%	580
2022 Q4	$3K	Hold	325	–	–	﹤0.01%	474
2022 Q3	$4K	Hold	325	–	–	﹤0.01%	344
2022 Q2	$4K	Hold	325	–	–	﹤0.01%	543
2022 Q1	$6K	Hold	325	–	–	﹤0.01%	524
2021 Q4	$9K	Hold	325	–	–	﹤0.01%	455
2021 Q3	$13K	Buy	325 +218	+204%	+$13.7K	0.01%	360
2021 Q2	$7K	Hold	107	–	–	﹤0.01%	448
2021 Q1	$7K	Hold	107	–	–	﹤0.01%	511
2020 Q4	$6K	Hold	107	–	–	﹤0.01%	483
2020 Q3	$6K	Hold	107	–	–	﹤0.01%	465
2020 Q2	$6K	Buy	+107	New	+$5.41K	﹤0.01%	434
2019 Q4	$6K	Buy	+107	New	+$6.21K	﹤0.01%	426

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's EEMV Position: Q1 2024 in Review

Retirement Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 325 shares — an estimated $3.29K sold.

Retirement Group first reported a position in EEMV in Q4 2019 and held it in 16 quarters. The position peaked at $13K in Q3 2021. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

Retirement Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Retirement Group sold 325 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $3.29K.
Retirement Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 16 quarters.
Retirement Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $13K in Q3 2021.
328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.