Syverson Strege & Co’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-3,604	Closed	-$197K	–	230
2023 Q1	$197K	Sell	3,604 -1,409	-28%	-$76.3K	0.08%	63
2022 Q4	$266K	Sell	5,013 -7,969	-61%	-$417K	0.12%	53
2022 Q3	$658K	Sell	12,982 -1,121	-8%	-$61.2K	0.33%	29
2022 Q2	$782K	Sell	14,103 -4,494	-24%	-$260K	0.29%	32
2022 Q1	$1.14M	Sell	18,597 -279	-1%	-$17.3K	1.23%	13
2021 Q4	$1.19M	Sell	18,876 -773	-4%	-$48.7K	0.88%	17
2021 Q3	$1.23M	Sell	19,649 -306	-2%	-$19.3K	0.98%	17
2021 Q2	$1.28M	Sell	19,955 -280	-1%	-$17.9K	1.14%	15
2021 Q1	$1.28M	Sell	20,235 -3,800	-16%	-$240K	1.33%	12
2020 Q4	$1.47M	Buy	+24,035	New	+$1.4M	1.4%	11

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Syverson Strege & Co's EEMV Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 3,604 shares — an estimated $197K sold.

Syverson Strege & Co first reported a position in EEMV in Q4 2020 and held it in 10 quarters. The position peaked at $1.47M in Q4 2020. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

Syverson Strege & Co reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 3,604 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $197K.
Syverson Strege & Co first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.47M in Q4 2020.
366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.