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

Halpern 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
Q3 		– Sell
-5,194
Closed -$288K – 242
2022
Q2 		$288K Sell
5,194
-9,473
-65% -$547K 0.11% 41
2022
Q1 		$895K Buy
+14,667
New +$910K 0.33% 29

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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

Halpern Financial's EEMV Position: Q3 2022 in Review

Halpern Financial sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 5,194 shares — an estimated $288K sold.

Halpern Financial first reported a position in EEMV in Q1 2022 and held it in 2 quarters. The position peaked at $895K in Q1 2022. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

  • Halpern Financial reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 5,194 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $288K.
  • Halpern Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2022 and held it in 2 quarters.
  • Halpern Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $895K in Q1 2022.
  • 439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.