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

Roxbury Financial’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
-260
Closed -$15.6K – 369
2024
Q4 		$15.6K Buy
+260
New +$15.7K 0.02% 270

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
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
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
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

Roxbury Financial's EEMV Position: Q1 2025 in Review

Roxbury Financial sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2025, closing a stake of 260 shares — an estimated $15.6K sold.

Roxbury Financial first reported a position in EEMV in Q4 2024 and held it in 1 quarter. The position peaked at $15.6K in Q4 2024. 327 funds tracked by Wall St. Rank hold EEMV as of Q1 2025.

  • Roxbury Financial reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Roxbury Financial sold 260 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2025, an estimated $15.6K.
  • Roxbury Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2024 and held it in 1 quarter.
  • Roxbury Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $15.6K in Q4 2024.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.