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

SteelPeak Wealth’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	-169,390	Closed	-$8.99M	–	406
2022 Q4	$8.99M	Buy	169,390 +18,408	+12%	+$963K	0.66%	40
2022 Q3	$7.65M	Buy	150,982 +1,386	+0.9%	+$75.7K	0.57%	50
2022 Q2	$8.29M	Buy	149,596 +145,317	+3,396%	+$8.39M	0.6%	47
2022 Q1	$261K	Sell	4,279 -4,506	-51%	-$280K	0.01%	366
2021 Q4	$552K	Sell	8,785 -478	-5%	-$30.1K	0.03%	240
2021 Q3	$581K	Buy	+9,263	New	+$583K	0.04%	233

Other funds holding EEMV

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

Jane Street New York $777B AUM 61.18% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

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

WBG

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

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

SteelPeak Wealth's EEMV Position: Q1 2023 in Review

SteelPeak Wealth sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 169,390 shares — an estimated $8.99M sold.

SteelPeak Wealth first reported a position in EEMV in Q3 2021 and held it in 6 quarters. The position peaked at $8.99M in Q4 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

SteelPeak Wealth reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
SteelPeak Wealth sold 169,390 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $8.99M.
SteelPeak Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2021 and held it in 6 quarters.
SteelPeak Wealth's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $8.99M in Q4 2022.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.