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

Arete 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 Q3	–	Sell	-3,881	Closed	-$213K	–	552
2023 Q2	$213K	Buy	+3,881	New	+$215K	0.02%	578
2023 Q1	–	Sell	-10,520	Closed	-$558M	–	677
2022 Q4	$558M	Buy	10,520 +3,745	+55%	+$196K	0.05%	305
2022 Q3	$343K	Buy	+6,775	New	+$370K	0.03%	374

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

WBG

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arete Wealth Advisors's EEMV Position: Q3 2023 in Review

Arete Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 3,881 shares — an estimated $213K sold.

Arete Wealth Advisors first reported a position in EEMV in Q3 2022 and held it in 3 quarters. The position peaked at $558M in Q4 2022. 356 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

Arete Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Arete Wealth Advisors sold 3,881 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $213K.
Arete Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 3 quarters.
Arete Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $558M in Q4 2022.
356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.