Saxon Interests’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Saxon Interests’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	-6,882	Closed	-$383K	–	193
2023 Q4	$383K	Buy	+6,882	New	+$369K	0.19%	121
2023 Q3	–	Sell	-8,166	Closed	-$449K	–	86
2023 Q2	$449K	Sell	8,166 -803	-9%	-$44.4K	0.24%	103
2023 Q1	$489K	Sell	8,969 -6,613	-42%	-$358K	0.28%	102
2022 Q4	$858K	Buy	15,582 +10,698	+219%	+$560K	0.49%	68
2022 Q3	$255K	Buy	+4,884	New	+$267K	0.16%	128

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

Saxon Interests's EEMV Position: Q1 2024 in Review

Saxon Interests sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 6,882 shares — an estimated $383K sold.

Saxon Interests first reported a position in EEMV in Q3 2022 and held it in 5 quarters. The position peaked at $858K in Q4 2022. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

Saxon Interests reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Saxon Interests sold 6,882 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $383K.
Saxon Interests first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 5 quarters.
Saxon Interests's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $858K in Q4 2022.
328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Saxon Interests's 13F filing for Q1 2024, filed 18 Apr 2024.