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Synergy Asset Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-10
Closed -$627 – 271
2024
Q4 		$627 Buy
+10
New +$604 ﹤0.01% 759

Other funds holding EEMV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Synergy Asset Management's EEMV Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2025, closing a stake of 10 shares — an estimated $627 sold.

Synergy Asset Management first reported a position in EEMV in Q4 2024 and held it in 1 quarter. The position peaked at $627 in Q4 2024. 327 funds tracked by Wall St. Rank hold EEMV as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 10 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2025, an estimated $627.
  • Synergy Asset Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $627 in Q4 2024.
  • 327 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.