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Triad Wealth Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-134
Closed -$7.67K – 291
2024
Q2 		$7.67K Buy
+134
New +$7.6K ﹤0.01% 487

Other funds holding EEMV

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
Fidelity Investments
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Triad Wealth Partners's EEMV Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2024, closing a stake of 134 shares — an estimated $7.67K sold.

Triad Wealth Partners first reported a position in EEMV in Q2 2024 and held it in 1 quarter. The position peaked at $7.67K in Q2 2024. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 134 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $7.67K.
  • Triad Wealth Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.67K in Q2 2024.
  • 336 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.