ShoreHaven Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

ShoreHaven Wealth Partners’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	-67,067	Closed	-$3.56M	–	74
2022 Q4	$3.56M	Buy	67,067 +20,902	+45%	+$1.09M	2.51%	9
2022 Q3	$2.34M	Buy	46,165 +1,176	+3%	+$64.2K	1.79%	14
2022 Q2	$2.49M	Buy	+44,989	New	+$2.6M	1.79%	14

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

ShoreHaven Wealth Partners's EEMV Position: Q1 2023 in Review

ShoreHaven Wealth Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 67,067 shares — an estimated $3.56M sold.

ShoreHaven Wealth Partners first reported a position in EEMV in Q2 2022 and held it in 3 quarters. The position peaked at $3.56M in Q4 2022. 390 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

ShoreHaven Wealth Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
ShoreHaven Wealth Partners sold 67,067 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $3.56M.
ShoreHaven Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
ShoreHaven Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.56M in Q4 2022.
390 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2023, filed 14 Apr 2023.