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Spectrum Management Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Spectrum Management Group’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
2022
Q3 		$4.83M Buy
95,322
+22,941
+32% +$1.25M 1.05% 32
2022
Q2 		$4.01M Buy
+72,381
New +$4.18M 0.94% 35

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Spectrum Management Group's EEMV Position: Q3 2022 in Review

Spectrum Management Group increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 32% in Q3 2022, buying an estimated $1.25M and bringing the position to 95,322 shares worth $4.83M. The position accounts for 1.05% of the portfolio, ranked #32.

Spectrum Management Group first reported a position in EEMV in Q2 2022 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

  • Spectrum Management Group held 95,322 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $4.83M as of Q3 2022.
  • Spectrum Management Group bought 22,941 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $1.25M.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 1.05% of Spectrum Management Group's portfolio in Q3 2022, its #32 holding.
  • Spectrum Management Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.