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WR Wealth Planners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

WR Wealth Planners’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
Q4 		$1.97K Sell
34
-183
-84% -$11.1K ﹤0.01% 861
2024
Q3 		$13.6K Hold
217
– – ﹤0.01% 580
2024
Q2 		$12.4K Hold
217
– – ﹤0.01% 553
2024
Q1 		$12.3K Buy
+217
New +$12.1K ﹤0.01% 558
2023
Q4 		– Sell
-637
Closed -$34K – 372
2023
Q3 		$34K Sell
637
-60
-9% -$3.29K 0.01% 371
2023
Q2 		$38.3K Sell
697
-215
-24% -$11.9K 0.01% 349
2023
Q1 		$49.8K Sell
912
-17,339
-95% -$939K 0.02% 319
2022
Q4 		$968K Buy
18,251
+14,646
+406% +$766K 0.6% 33
2022
Q3 		$183K Buy
3,605
+2,348
+187% +$128K 0.13% 107
2022
Q2 		$69.7K Buy
+1,257
New +$72.6K 0.05% 148

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WR Wealth Planners's EEMV Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 84% in Q4 2024, selling an estimated $11.1K and leaving 34 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

WR Wealth Planners first reported a position in EEMV in Q2 2022 and has held it in 10 quarters since. The position peaked at $968K in Q4 2022. 347 funds tracked by Wall St. Rank hold EEMV as of Q4 2024.

  • WR Wealth Planners held 34 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $1.97K as of Q4 2024.
  • WR Wealth Planners sold 183 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2024, an estimated $11.1K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #861 holding.
  • WR Wealth Planners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and has held it in 10 quarters since.
  • WR Wealth Planners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $968K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.