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

Centaurus Financial’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	-6,350	Closed	-$322K	–	855
2022 Q3	$322K	Buy	+6,350	New	+$347K	0.03%	463
2019 Q3	–	Sell	-1,988	Closed	-$117K	–	484
2019 Q2	$117K	Buy	+1,988	New	+$116K	0.02%	539
2018 Q3	–	Sell	-1,773	Closed	-$103K	–	925
2018 Q2	$103K	Buy	+1,773	New	+$108K	0.01%	699

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

Centaurus Financial's EEMV Position: Q4 2022 in Review

Centaurus Financial sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 6,350 shares — an estimated $322K sold.

Centaurus Financial first reported a position in EEMV in Q2 2018 and held it in 3 quarters. The position peaked at $322K in Q3 2022. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

Centaurus Financial reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Centaurus Financial sold 6,350 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $322K.
Centaurus Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2018 and held it in 3 quarters.
Centaurus Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $322K in Q3 2022.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Centaurus Financial's 13F filing for Q4 2022, filed 13 Feb 2023.