Stone House Investment Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Stone House Investment Management’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	-142,125	Closed	-$7.7M	–	308
2022 Q4	$7.54M	Buy	142,125 +19,410	+16%	+$1.02M	2.69%	12
2022 Q3	$6.22M	Sell	122,715 -13,726	-10%	-$750K	2.89%	10
2022 Q2	$7.56M	Buy	+136,441	New	+$7.88M	3.42%	8

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

Stone House Investment Management's EEMV Position: Q1 2023 in Review

Stone House Investment Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 142,125 shares — an estimated $7.7M sold.

Stone House Investment Management first reported a position in EEMV in Q2 2022 and held it in 3 quarters. The position peaked at $7.56M in Q2 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

Stone House Investment Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Stone House Investment Management sold 142,125 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $7.7M.
Stone House Investment Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
Stone House Investment Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.56M in Q2 2022.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Stone House Investment Management's 13F filing for Q1 2023, filed 26 Apr 2023.