9258 Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

9258 Wealth 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 Q3	–	Sell	-3,683	Closed	-$204K	–	329
2022 Q2	$204K	Sell	3,683 -528	-13%	-$30.5K	0.05%	313
2022 Q1	$257K	Sell	4,211 -799	-16%	-$49.6K	0.06%	307
2021 Q4	$315K	Buy	5,010 +35	+0.7%	+$2.21K	0.07%	276
2021 Q3	$312K	Hold	4,975	–	–	0.08%	249
2021 Q2	$319K	Buy	4,975 +21	+0.4%	+$1.34K	0.09%	246
2021 Q1	$313K	Hold	4,954	–	–	0.09%	237
2020 Q4	$303K	Sell	4,954 -141	-3%	-$8.22K	0.1%	226
2020 Q3	$280K	Sell	5,095 -171	-3%	-$9.44K	0.11%	217
2020 Q2	$274K	Buy	5,266 +410	+8%	+$20.7K	0.11%	219
2020 Q1	$243K	Hold	4,856	–	–	0.11%	214
2019 Q4	$285K	Buy	+4,856	New	+$282K	0.1%	221

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

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 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 $12.8B AUM 19.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

9258 Wealth Management's EEMV Position: Q3 2022 in Review

9258 Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 3,683 shares — an estimated $204K sold.

9258 Wealth Management first reported a position in EEMV in Q4 2019 and held it in 11 quarters. The position peaked at $319K in Q2 2021. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

9258 Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
9258 Wealth Management sold 3,683 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $204K.
9258 Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 11 quarters.
9258 Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $319K in Q2 2021.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on 9258 Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.