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

Sterling Financial Planning’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
2021
Q4 		– Sell
-280
Closed -$18K – 188
2021
Q3 		$18K Buy
+280
New +$17.6K 0.01% 270

Other funds holding EEMV

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sterling Financial Planning's EEMV Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2021, closing a stake of 280 shares — an estimated $18K sold.

Sterling Financial Planning first reported a position in EEMV in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 352 funds tracked by Wall St. Rank hold EEMV as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 280 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2021, an estimated $18K.
  • Sterling Financial Planning first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $18K in Q3 2021.
  • 352 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.