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

Williams Financial’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
Q1 		– Sell
-58,346
Closed -$3.1M – 27
2022
Q4 		$3.1M Sell
58,346
-2,790
-5% -$146K 2.69% 13
2022
Q3 		$3.1M Buy
61,136
+11,965
+24% +$654K 2.62% 12
2022
Q2 		$2.73M Buy
+49,171
New +$2.84M 2.22% 13

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Williams Financial's EEMV Position: Q1 2023 in Review

Williams Financial sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 58,346 shares — an estimated $3.1M sold.

Williams Financial first reported a position in EEMV in Q2 2022 and held it in 3 quarters. The position peaked at $3.1M in Q3 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

  • Williams Financial reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Williams Financial sold 58,346 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $3.1M.
  • Williams Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
  • Williams Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.1M in Q3 2022.
  • 391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Williams Financial's 13F filing for Q1 2023, filed 11 Apr 2023.