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

Atlas Private 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
2022 Q4	–	Sell	-4,345	Closed	-$220K	–	129
2022 Q3	$220K	Sell	4,345 -244	-5%	-$13.3K	0.13%	119
2022 Q2	$254K	Sell	4,589 -3,493	-43%	-$202K	0.15%	111
2022 Q1	$493K	Sell	8,082 -41,304	-84%	-$2.56M	0.22%	85
2021 Q4	$3.1M	Sell	49,386 -24,614	-33%	-$1.55M	1.43%	20
2021 Q3	$4.64M	Buy	74,000 +2,596	+4%	+$163K	2.42%	10
2021 Q2	$4.58M	Buy	71,404 +15,101	+27%	+$964K	2.48%	10
2021 Q1	$3.56M	Buy	56,303 +24,350	+76%	+$1.54M	1.98%	12
2020 Q4	$1.95M	Buy	31,953 +9,336	+41%	+$545K	1.31%	15
2020 Q3	$1.25M	Buy	22,617 +2,131	+10%	+$118K	1.04%	21
2020 Q2	$1.06M	Buy	+20,486	New	+$1.04M	0.95%	24

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $16B AUM 26.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Private Wealth Advisors's EEMV Position: Q4 2022 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 4,345 shares — an estimated $220K sold.

Atlas Private Wealth Advisors first reported a position in EEMV in Q2 2020 and held it in 10 quarters. The position peaked at $4.64M in Q3 2021. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

Atlas Private Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Atlas Private Wealth Advisors sold 4,345 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $220K.
Atlas Private Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2020 and held it in 10 quarters.
Atlas Private Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.64M in Q3 2021.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.