Graves Light Lenhart Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-2,806	Closed	-$156K	–	292
2022 Q2	$156K	Hold	2,806	–	–	0.02%	189
2022 Q1	$171K	Hold	2,806	–	–	0.02%	191
2021 Q4	$176K	Hold	2,806	–	–	0.03%	206
2021 Q3	$176K	Sell	2,806 -26	-0.9%	-$1.64K	0.03%	192
2021 Q2	$182K	Sell	2,832 -51	-2%	-$3.25K	0.03%	189
2021 Q1	$182K	Hold	2,883	–	–	0.03%	189
2020 Q4	$176K	Buy	+2,883	New	+$168K	0.03%	180

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

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Graves Light Lenhart Wealth's EEMV Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 2,806 shares — an estimated $156K sold.

Graves Light Lenhart Wealth first reported a position in EEMV in Q4 2020 and held it in 7 quarters. The position peaked at $182K in Q2 2021. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 2,806 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $156K.
Graves Light Lenhart Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $182K in Q2 2021.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.