SFG
EEMV icon

Sterling Financial Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sterling Financial 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
2023
Q2 		– Sell
-13,847
Closed -$735K – 61
2023
Q1 		$735K Hold
13,847
– – 0.56% 26
2022
Q4 		$735K Buy
+13,847
New +$724K 0.56% 26

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Financial Group's EEMV Position: Q2 2023 in Review

Sterling Financial Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 13,847 shares — an estimated $735K sold.

Sterling Financial Group first reported a position in EEMV in Q4 2022 and held it in 2 quarters. The position peaked at $735K in Q1 2023. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

  • Sterling Financial Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Sterling Financial Group sold 13,847 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $735K.
  • Sterling Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
  • Sterling Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $735K in Q1 2023.
  • 366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on Sterling Financial Group's 13F filing for Q2 2023, filed 7 Sep 2023.