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Capital Planning Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Capital Planning 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
Q2 		– Sell
-4,656
Closed -$284K – 148
2022
Q1 		$284K Hold
4,656
– – 0.06% 130
2021
Q4 		$292K Buy
+4,656
New +$293K 0.06% 131

Other funds holding EEMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Capital Planning Advisors's EEMV Position: Q2 2022 in Review

Capital Planning Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2022, closing a stake of 4,656 shares — an estimated $284K sold.

Capital Planning Advisors first reported a position in EEMV in Q4 2021 and held it in 2 quarters. The position peaked at $292K in Q4 2021. 444 funds tracked by Wall St. Rank hold EEMV as of Q2 2022.

  • Capital Planning Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 4,656 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2022, an estimated $284K.
  • Capital Planning Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and held it in 2 quarters.
  • Capital Planning Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $292K in Q4 2021.
  • 444 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2022.

Based on Capital Planning Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.