Tradition Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-879	Closed	-$49K	–	610
2023 Q4	$49K	Buy	879 +16	+2%	+$858	0.01%	632
2023 Q3	$46K	Hold	863	–	–	0.01%	622
2023 Q2	$47K	Buy	863 +6	+0.7%	+$332	0.01%	640
2023 Q1	$47K	Sell	857 -25,106	-97%	-$1.36M	0.01%	620
2022 Q4	$1.38M	Sell	25,963 -18,112	-41%	-$947K	0.19%	91
2022 Q3	$2.23M	Buy	44,075 +2,081	+5%	+$114K	0.34%	66
2022 Q2	$2.33M	Buy	41,994 +41,103	+4,613%	+$2.37M	0.34%	73
2022 Q1	$54K	Hold	891	–	–	0.01%	497
2021 Q4	$56K	Sell	891 -49	-5%	-$3.09K	0.01%	506
2021 Q3	$59K	Hold	940	–	–	0.01%	465
2021 Q2	$60K	Buy	940 +307	+48%	+$19.6K	0.01%	488
2021 Q1	$40K	Hold	633	–	–	0.01%	479
2020 Q4	$39K	Buy	+633	New	+$36.9K	0.01%	454

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

WBG

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Tradition Wealth Management's EEMV Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 879 shares — an estimated $49K sold.

Tradition Wealth Management first reported a position in EEMV in Q4 2020 and held it in 13 quarters. The position peaked at $2.33M in Q2 2022. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

Tradition Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 879 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $49K.
Tradition Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.33M in Q2 2022.
328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.