Sharkey, Howes & Javer’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sharkey, Howes & Javer’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 Q1	–	Sell	-193,591	Closed	-$10.3M	–	96
2022 Q4	$10.3M	Sell	193,591 -17,475	-8%	-$914K	2.36%	10
2022 Q3	$10.7M	Buy	211,066 +22,586	+12%	+$1.23M	2.33%	10
2022 Q2	$10.4M	Buy	+188,480	New	+$10.9M	2.53%	9

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sharkey, Howes & Javer's EEMV Position: Q1 2023 in Review

Sharkey, Howes & Javer sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 193,591 shares — an estimated $10.3M sold.

Sharkey, Howes & Javer first reported a position in EEMV in Q2 2022 and held it in 3 quarters. The position peaked at $10.7M in Q3 2022. 390 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

Sharkey, Howes & Javer reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Sharkey, Howes & Javer sold 193,591 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $10.3M.
Sharkey, Howes & Javer first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
Sharkey, Howes & Javer's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $10.7M in Q3 2022.
390 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2023, filed 18 Apr 2023.