S
EEMV icon

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

Surevest’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
2022
Q1 		– Sell
-204
Closed -$13K – 535
2021
Q4 		$13K Buy
+204
New +$12.9K ﹤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
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
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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Surevest's EEMV Position: Q1 2022 in Review

Surevest sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2022, closing a stake of 204 shares — an estimated $13K sold.

Surevest first reported a position in EEMV in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 343 funds tracked by Wall St. Rank hold EEMV as of Q1 2022.

  • Surevest reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Surevest sold 204 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2022, an estimated $13K.
  • Surevest first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and held it in 1 quarter.
  • Surevest's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $13K in Q4 2021.
  • 343 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2022.

Based on Surevest's 13F filing for Q1 2022, filed 16 May 2022.