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Tempus Wealth Planning’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Tempus Wealth Planning’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
-4,567
Closed -$249K – 186
2023
Q1 		$249K Sell
4,567
-271
-6% -$14.7K 0.12% 147
2022
Q4 		$257K Buy
+4,838
New +$253K 0.16% 145

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tempus Wealth Planning's EEMV Position: Q2 2023 in Review

Tempus Wealth Planning sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 4,567 shares — an estimated $249K sold.

Tempus Wealth Planning first reported a position in EEMV in Q4 2022 and held it in 2 quarters. The position peaked at $257K in Q4 2022. 365 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

  • Tempus Wealth Planning reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Tempus Wealth Planning sold 4,567 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $249K.
  • Tempus Wealth Planning first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
  • Tempus Wealth Planning's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $257K in Q4 2022.
  • 365 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on Tempus Wealth Planning's 13F filing for Q2 2023, filed 21 Jul 2023.