World Equity Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

World Equity 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
2023 Q2	–	Sell	-29,254	Closed	-$1.7M	–	377
2023 Q1	$1.7M	Sell	29,254 -11,078	-27%	-$600K	0.25%	105
2022 Q4	$2.14M	Buy	40,332 +6,309	+19%	+$330K	0.51%	54
2022 Q3	$1.72M	Buy	34,023 +14,152	+71%	+$773K	0.44%	57
2022 Q2	$1.1M	Buy	+19,871	New	+$1.15M	0.28%	97

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

World Equity Group's EEMV Position: Q2 2023 in Review

World Equity Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 29,254 shares — an estimated $1.7M sold.

World Equity Group first reported a position in EEMV in Q2 2022 and held it in 4 quarters. The position peaked at $2.14M in Q4 2022. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

World Equity Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 29,254 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $1.7M.
World Equity Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 4 quarters.
World Equity Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.14M in Q4 2022.
366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.