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

Rise 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
2025 Q1	–	Sell	-383	Closed	-$22.2K	–	1517
2024 Q4	$22.2K	Sell	383 -36	-9%	-$2.17K	0.01%	584
2024 Q3	$26.3K	Hold	419	–	–	0.01%	491
2024 Q2	$24K	Buy	419 +5	+1%	+$283	0.01%	505
2024 Q1	$23.5K	Hold	414	–	–	0.01%	535
2023 Q4	$23K	Sell	414 -603	-59%	-$32.3K	0.02%	239
2023 Q3	$54.2K	Hold	1,017	–	–	0.04%	132
2023 Q2	$55.9K	Buy	1,017 +9	+0.9%	+$498	0.04%	137
2023 Q1	$55K	Sell	1,008 -90	-8%	-$4.88K	0.04%	147
2022 Q4	$58.3K	Buy	1,098 +15	+1%	+$785	0.05%	143
2022 Q3	$55K	Hold	1,083	–	–	0.05%	138
2022 Q2	$60K	Buy	1,083 +5	+0.5%	+$289	0.06%	128
2022 Q1	$66K	Hold	1,078	–	–	0.06%	123
2021 Q4	$67.7K	Buy	+1,078	New	+$67.9K	0.06%	122

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

WBG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Rise Advisors's EEMV Position: Q1 2025 in Review

Rise Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2025, closing a stake of 383 shares — an estimated $22.2K sold.

Rise Advisors first reported a position in EEMV in Q4 2021 and held it in 13 quarters. The position peaked at $67.7K in Q4 2021. 327 funds tracked by Wall St. Rank hold EEMV as of Q1 2025.

Rise Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 383 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2025, an estimated $22.2K.
Rise Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and held it in 13 quarters.
Rise Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $67.7K in Q4 2021.
327 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.