Wade Financial Advisory’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Wade Financial Advisory’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	$6.95M	Buy	119,049 +1,376	+1%	+$80.3K	2.38%	11
2024 Q4	$6.82M	Buy	117,673 +5,058	+4%	+$306K	2.31%	11
2024 Q3	$7.06M	Buy	112,615 +2,135	+2%	+$126K	2.38%	11
2024 Q2	$6.32M	Sell	110,480 -4,910	-4%	-$278K	2.27%	11
2024 Q1	$6.53M	Sell	115,390 -57,347	-33%	-$3.2M	2.38%	11
2023 Q4	$9.6M	Sell	172,737 -30,808	-15%	-$1.65M	3.63%	7
2023 Q3	$10.9M	Buy	203,545 +4,274	+2%	+$235K	4.65%	5
2023 Q2	$11M	Buy	199,271 +14,994	+8%	+$829K	4.34%	5
2023 Q1	$10.1M	Buy	184,277 +3,142	+2%	+$170K	4.22%	5
2022 Q4	$9.61M	Sell	181,135 -31,479	-15%	-$1.65M	4.35%	4
2022 Q3	$10.8M	Buy	212,614 +33,327	+19%	+$1.82M	5.4%	3
2022 Q2	$9.94M	Sell	179,287 -16,702	-9%	-$964K	4.71%	4
2022 Q1	$12M	Buy	195,989 +40,231	+26%	+$2.5M	5.13%	3
2021 Q4	$9.79M	Buy	155,758 +4,120	+3%	+$260K	5.09%	4
2021 Q3	$9.5M	Buy	151,638 +840	+0.6%	+$52.8K	5.36%	4
2021 Q2	$9.68M	Buy	150,798 +7,518	+5%	+$480K	5.3%	4
2021 Q1	$9.05M	Buy	143,280 +802	+0.6%	+$50.7K	5.72%	3
2020 Q4	$8.7M	Sell	142,478 -401	-0.3%	-$23.4K	5.84%	3
2020 Q3	$7.88M	Buy	142,879 +8,135	+6%	+$449K	6.21%	3
2020 Q2	$7.01M	Buy	134,744 +63,337	+89%	+$3.2M	6.06%	3
2020 Q1	$3.35M	Sell	71,407 -51,242	-42%	-$2.76M	3.34%	7
2019 Q4	$7.2M	Buy	+122,649	New	+$7.12M	6.36%	4

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

WBG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wade Financial Advisory's EEMV Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 1.2% in Q1 2025, buying an estimated $80.3K and bringing the position to 119,049 shares worth $6.95M. The position accounts for 2.38% of the portfolio, ranked #11.

Wade Financial Advisory first reported a position in EEMV in Q4 2019 and has held it in 22 quarters since. The position peaked at $12M in Q1 2022. 327 funds tracked by Wall St. Rank hold EEMV as of Q1 2025.

Wade Financial Advisory held 119,049 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $6.95M as of Q1 2025.
Wade Financial Advisory bought 1,376 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2025, an estimated $80.3K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 2.38% of Wade Financial Advisory's portfolio in Q1 2025, its #11 holding.
Wade Financial Advisory first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $12M in Q1 2022.
327 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.