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

Wescott Financial Advisory Group’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	-4,325	Closed	-$240K	–	164
2023 Q4	$240K	Sell	4,325 -2,209	-34%	-$118K	0.03%	147
2023 Q3	$349K	Buy	6,534 +390	+6%	+$21.4K	0.06%	119
2023 Q2	$338K	Buy	6,144 +183	+3%	+$10.1K	0.06%	125
2023 Q1	$325K	Buy	5,961 +133	+2%	+$7.2K	0.07%	122
2022 Q4	$309K	Buy	5,828 +1,239	+27%	+$64.8K	0.07%	122
2022 Q3	$233K	Buy	+4,589	New	+$251K	0.06%	122

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

Wescott Financial Advisory Group's EEMV Position: Q1 2024 in Review

Wescott Financial Advisory Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2024, closing a stake of 4,325 shares — an estimated $240K sold.

Wescott Financial Advisory Group first reported a position in EEMV in Q3 2022 and held it in 6 quarters. The position peaked at $349K in Q3 2023. 328 funds tracked by Wall St. Rank hold EEMV as of Q1 2024.

Wescott Financial Advisory Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
Wescott Financial Advisory Group sold 4,325 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2024, an estimated $240K.
Wescott Financial Advisory Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 6 quarters.
Wescott Financial Advisory Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $349K in Q3 2023.
328 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.