Roffman Miller Associates’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Roffman Miller Associates’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	-1,501	Closed	-$82.5K	–	106
2023 Q2	$82.5K	Buy	+1,501	New	+$83K	0.01%	77
2020 Q1	–	Sell	-3,854	Closed	-$226K	–	80
2019 Q4	$226K	Sell	3,854 -438	-10%	-$25.4K	0.02%	82
2019 Q3	$245K	Hold	4,292	–	–	0.03%	87
2019 Q2	$253K	Sell	4,292 -572	-12%	-$33.4K	0.03%	81
2019 Q1	$286K	Sell	4,864 -17	-0.3%	-$994	0.03%	74
2018 Q4	$273K	Buy	4,881 +813	+20%	+$45.6K	0.04%	68
2018 Q3	$241K	Buy	+4,068	New	+$239K	0.03%	78

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

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

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

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

Roffman Miller Associates's EEMV Position: Q3 2023 in Review

Roffman Miller Associates sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 1,501 shares — an estimated $82.5K sold.

Roffman Miller Associates first reported a position in EEMV in Q3 2018 and held it in 7 quarters. The position peaked at $286K in Q1 2019. 356 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

Roffman Miller Associates reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Roffman Miller Associates sold 1,501 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $82.5K.
Roffman Miller Associates first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2018 and held it in 7 quarters.
Roffman Miller Associates's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $286K in Q1 2019.
356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.