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

Wealth Management Resources’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
Q2 		– Sell
-3,567
Closed -$202K – 36
2024
Q1 		$202K Buy
+3,567
New +$199K 0.09% 40
2022
Q2 		– Sell
-3,418
Closed -$209K – 41
2022
Q1 		$209K Hold
3,418
– – 0.14% 42
2021
Q4 		$215K Buy
+3,418
New +$215K 0.14% 46

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Wealth Management Resources's EEMV Position: Q2 2024 in Review

Wealth Management Resources sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2024, closing a stake of 3,567 shares — an estimated $202K sold.

Wealth Management Resources first reported a position in EEMV in Q4 2021 and held it in 3 quarters. The position peaked at $215K in Q4 2021. 337 funds tracked by Wall St. Rank hold EEMV as of Q2 2024.

  • Wealth Management Resources reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Management Resources sold 3,567 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2024, an estimated $202K.
  • Wealth Management Resources first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and held it in 3 quarters.
  • Wealth Management Resources's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $215K in Q4 2021.
  • 337 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2024.

Based on Wealth Management Resources's 13F filing for Q2 2024, filed 17 Jul 2024.