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

WealthPLAN 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
2023 Q3	–	Sell	-579	Closed	-$31.8K	–	524
2023 Q2	$31.8K	Sell	579 -1	-0.2%	-$55	﹤0.01%	591
2023 Q1	$31.6K	Buy	+580	New	+$31.4K	﹤0.01%	635
2017 Q3	–	Sell	-181,393	Closed	-$10M	–	200
2017 Q2	$10M	Buy	181,393 +170,070	+1,502%	+$9.33M	2.89%	6
2017 Q1	$609K	Buy	+11,323	New	+$585K	2.12%	8
2016 Q3	$6.28M	Sell	116,962 -97,890	-46%	-$5.22M	2.05%	9
2016 Q2	$5.41M	Buy	+214,852	New	+$10.9M	0.69%	29
2015 Q4	$4.72M	Buy	+293,861	New	+$15M	0.77%	28
2015 Q2	$5.99M	Buy	103,769 +41,810	+67%	+$2.54M	2.62%	7
2015 Q1	$3.68M	Buy	+61,959	New	+$3.59M	1.71%	11

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

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

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

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

WealthPLAN Partners's EEMV Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 579 shares — an estimated $31.8K sold.

WealthPLAN Partners first reported a position in EEMV in Q1 2015 and held it in 9 quarters. The position peaked at $10M in Q2 2017. 356 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

WealthPLAN Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 579 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $31.8K.
WealthPLAN Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2015 and held it in 9 quarters.
WealthPLAN Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $10M in Q2 2017.
356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.