Simplicity Solutions’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Simplicity Solutions’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 Q4	$1.24M	Buy	22,292 +2,482	+13%	+$133K	0.03%	395
2023 Q3	$1.06M	Buy	19,810 +674	+4%	+$37K	0.03%	401
2023 Q2	$1.05M	Buy	+19,136	New	+$1.06M	0.03%	449
2022 Q4	–	Sell	-6,988	Closed	-$354K	–	683
2022 Q3	$354K	Sell	6,988 -74	-1%	-$4.04K	0.05%	403
2022 Q2	$391K	Buy	7,062 +675	+11%	+$39K	0.05%	365
2022 Q1	$390K	Buy	+6,387	New	+$396K	0.05%	365
2021 Q1	–	Sell	-56,338	Closed	-$3.44M	–	602
2020 Q4	$3.44M	Buy	56,338 +4,197	+8%	+$245K	0.05%	278
2020 Q3	$2.88M	Sell	52,141 -301,699	-85%	-$16.7M	0.05%	270
2020 Q2	$18.4M	Buy	353,840 +331,823	+1,507%	+$16.8M	0.36%	62
2020 Q1	$1.03M	Buy	22,017 +14,208	+182%	+$767K	0.03%	341
2019 Q4	$458K	Buy	+7,809	New	+$453K	0.01%	562
2019 Q2	–	Sell	-3,751	Closed	-$222K	–	701
2019 Q1	$222K	Buy	+3,751	New	+$219K	0.01%	651

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplicity Solutions's EEMV Position: Q4 2023 in Review

Simplicity Solutions increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 13% in Q4 2023, buying an estimated $133K and bringing the position to 22,292 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #395.

Simplicity Solutions first reported a position in EEMV in Q1 2019 and has held it in 12 quarters since. The position peaked at $18.4M in Q2 2020. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

Simplicity Solutions held 22,292 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.24M as of Q4 2023.
Simplicity Solutions bought 2,482 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $133K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #395 holding.
Simplicity Solutions first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2019 and has held it in 12 quarters since.
Simplicity Solutions's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $18.4M in Q2 2020.
350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.