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Stokes Family Office’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Stokes Family Office’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 		– Sell
-7,885
Closed – – 249
2023
Q3 		$0 Sell
7,885
-2,518
-24% -$138K ﹤0.01% 345
2023
Q2 		$572K Sell
10,403
-545
-5% -$30.1K 0.07% 163
2023
Q1 		$597K Sell
10,948
-322,284
-97% -$17.5M 0.07% 155
2022
Q4 		$17.7M Buy
333,232
+88,474
+36% +$4.63M 2.28% 8
2022
Q3 		$12.4M Buy
244,758
+18,059
+8% +$987K 1.77% 13
2022
Q2 		$12.6M Buy
+226,699
New +$13.1M 1.71% 13

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stokes Family Office's EEMV Position: Q4 2023 in Review

Stokes Family Office sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 7,885 shares.

Stokes Family Office first reported a position in EEMV in Q2 2022 and held it in 6 quarters. The position peaked at $17.7M in Q4 2022. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

  • Stokes Family Office reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 7,885 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023.
  • Stokes Family Office first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 6 quarters.
  • Stokes Family Office's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $17.7M in Q4 2022.
  • 350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.