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

Evolution 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 Q1	–	Sell	-3,265	Closed	-$205	–	127
2021 Q4	$205	Hold	3,265	–	–	0.03%	130
2021 Q3	$205K	Hold	3,265	–	–	0.04%	110
2021 Q2	$209K	Hold	3,265	–	–	0.04%	116
2021 Q1	$206K	Hold	3,265	–	–	0.05%	109
2020 Q4	$199K	Hold	3,265	–	–	0.04%	103
2020 Q3	$180K	Buy	+3,265	New	+$180K	0.05%	106
2019 Q3	–	Sell	-3,265	Closed	-$192K	–	513
2019 Q2	$192K	Buy	3,265 +3,190	+4,253%	+$186K	0.08%	43
2019 Q1	$4K	Hold	75	–	–	﹤0.01%	97
2018 Q4	$4K	Buy	+75	New	+$4.21K	﹤0.01%	132

Other funds holding EEMV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

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

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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

WBG

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

Evolution Wealth Advisors's EEMV Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2022, closing a stake of 3,265 shares — an estimated $205 sold.

Evolution Wealth Advisors first reported a position in EEMV in Q4 2018 and held it in 9 quarters. The position peaked at $209K in Q2 2021. 343 funds tracked by Wall St. Rank hold EEMV as of Q1 2022.

Evolution Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Evolution Wealth Advisors sold 3,265 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2022, an estimated $205.
Evolution Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 9 quarters.
Evolution Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $209K in Q2 2021.
343 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.