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

Scarborough 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
2024 Q1	–	Sell	-1	Closed	-$57	–	468
2023 Q4	$57	Buy	+1	New	+$54	﹤0.01%	708
2023 Q1	–	Sell	-95,784	Closed	-$5.08M	–	71
2022 Q4	$5.08M	Buy	95,784 +9,833	+11%	+$514K	1.36%	22
2022 Q3	$4.36M	Buy	85,951 +1,361	+2%	+$74.4K	1.36%	23
2022 Q2	$4.69M	Buy	+84,590	New	+$4.88M	1.6%	19

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

Scarborough Advisors's EEMV Position: Q1 2024 in Review

Scarborough Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 1 share — an estimated $57 sold.

Scarborough Advisors first reported a position in EEMV in Q2 2022 and held it in 4 quarters. The position peaked at $5.08M in Q4 2022. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

Scarborough Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Scarborough Advisors sold 1 iShares MSCI Emerging Markets Min Vol Factor ETF share in Q1 2024, an estimated $57.
Scarborough Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 4 quarters.
Scarborough Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $5.08M 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 Scarborough Advisors's 13F filing for Q1 2024, filed 10 May 2024.