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

Wolff Financial Management’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
2022 Q4	–	Sell	-6,280	Closed	-$318K	–	99
2022 Q3	$318K	Buy	6,280 +1,077	+21%	+$58.8K	0.15%	84
2022 Q2	$288K	Sell	5,203 -26	-0.5%	-$1.5K	0.13%	86
2022 Q1	$319K	Buy	5,229 +853	+19%	+$52.9K	0.13%	88
2021 Q4	$275K	Buy	+4,376	New	+$276K	0.1%	92
2021 Q1	$224K	Buy	+3,552	New	+$224K	0.1%	89

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolff Financial Management's EEMV Position: Q4 2022 in Review

Wolff Financial Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 6,280 shares — an estimated $318K sold.

Wolff Financial Management first reported a position in EEMV in Q1 2021 and held it in 5 quarters. The position peaked at $319K in Q1 2022. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

Wolff Financial Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Wolff Financial Management sold 6,280 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $318K.
Wolff Financial Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2021 and held it in 5 quarters.
Wolff Financial Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $319K in Q1 2022.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Wolff Financial Management's 13F filing for Q4 2022, filed 6 Feb 2023.