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Romano Brothers & Co’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Romano Brothers & Co’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
-3,707
Closed -$204K – 302
2023
Q2 		$204K Buy
+3,707
New +$205K 0.03% 293
2023
Q1 		– Sell
-1,707
Closed -$90.6K – 485
2022
Q4 		$90.6K Buy
+1,707
New +$89.3K 0.01% 385

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Romano Brothers & Co's EEMV Position: Q3 2023 in Review

Romano Brothers & Co sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 3,707 shares — an estimated $204K sold.

Romano Brothers & Co first reported a position in EEMV in Q4 2022 and held it in 2 quarters. The position peaked at $204K in Q2 2023. 356 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

  • Romano Brothers & Co reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 3,707 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $204K.
  • Romano Brothers & Co first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
  • Romano Brothers & Co's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $204K in Q2 2023.
  • 356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Romano Brothers & Co's 13F filing for Q3 2023, filed 17 Oct 2023.