BetterWealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

BetterWealth’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	-15,047	Closed	-$763K	–	40
2022 Q3	$763K	Sell	15,047 -5,627	-27%	-$307K	0.39%	19
2022 Q2	$1.15M	Sell	20,674 -85,363	-81%	-$4.93M	0.57%	16
2022 Q1	$6.47M	Buy	106,037 +1,771	+2%	+$110K	8.66%	3
2021 Q4	$6.55M	Buy	+104,266	New	+$6.57M	4.59%	6

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 $12.8B AUM 19.38% 1-Year Est. Return

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

BetterWealth's EEMV Position: Q4 2022 in Review

BetterWealth sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 15,047 shares — an estimated $763K sold.

BetterWealth first reported a position in EEMV in Q4 2021 and held it in 4 quarters. The position peaked at $6.55M in Q4 2021. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

BetterWealth reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
BetterWealth sold 15,047 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $763K.
BetterWealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and held it in 4 quarters.
BetterWealth's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6.55M in Q4 2021.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on BetterWealth's 13F filing for Q4 2022, filed 24 Jan 2023.