Alta Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Alta Wealth Advisors’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	-4,416	Closed	-$241K	–	136
2023 Q1	$241K	Sell	4,416 -21	-0.5%	-$1.14K	0.15%	129
2022 Q4	$235K	Sell	4,437 -4,551	-51%	-$238K	0.16%	133
2022 Q3	$456K	Sell	8,988 -40	-0.4%	-$2.19K	0.33%	95
2022 Q2	$499K	Sell	9,028 -68	-0.7%	-$3.93K	0.35%	87
2022 Q1	$555K	Buy	9,096 +93	+1%	+$5.77K	0.33%	98
2021 Q4	$566K	Buy	9,003 +176	+2%	+$11.1K	0.35%	93
2021 Q3	$553K	Hold	8,827	–	–	0.4%	89
2021 Q2	$566K	Sell	8,827 -213	-2%	-$13.6K	0.41%	90
2021 Q1	$571K	Hold	9,040	–	–	0.48%	81
2020 Q4	$552K	Buy	+9,040	New	+$527K	0.46%	77

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

Alta Wealth Advisors's EEMV Position: Q2 2023 in Review

Alta Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 4,416 shares — an estimated $241K sold.

Alta Wealth Advisors first reported a position in EEMV in Q4 2020 and held it in 10 quarters. The position peaked at $571K in Q1 2021. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

Alta Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Alta Wealth Advisors sold 4,416 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $241K.
Alta Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and held it in 10 quarters.
Alta Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $571K in Q1 2021.
366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on Alta Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.