Horst & Graben Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Horst & Graben Wealth Management’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	-6,487	Closed	-$360K	–	125
2022 Q2	$360K	Sell	6,487 -857	-12%	-$49.5K	0.1%	90
2022 Q1	$448K	Sell	7,344 -34	-0.5%	-$2.11K	0.11%	86
2021 Q4	$463K	Sell	7,378 -607	-8%	-$38.3K	0.12%	84
2021 Q3	$500K	Sell	7,985 -2,409	-23%	-$152K	0.14%	78
2021 Q2	$667K	Sell	10,394 -77,693	-88%	-$4.96M	0.19%	60
2021 Q1	$5.56M	Sell	88,087 -14,007	-14%	-$885K	1.75%	17
2020 Q4	$6.24M	Sell	102,094 -9,463	-8%	-$552K	2.15%	15
2020 Q3	$6.16M	Buy	111,557 +466	+0.4%	+$25.7K	2.39%	12
2020 Q2	$5.78M	Sell	111,091 -334	-0.3%	-$16.9K	2.54%	8
2020 Q1	$5.23M	Buy	+111,425	New	+$6.01M	2.75%	8

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 $12.8B AUM 19.38% 1-Year Est. Return

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

Horst & Graben Wealth Management's EEMV Position: Q3 2022 in Review

Horst & Graben Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 6,487 shares — an estimated $360K sold.

Horst & Graben Wealth Management first reported a position in EEMV in Q1 2020 and held it in 10 quarters. The position peaked at $6.24M in Q4 2020. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

Horst & Graben Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Horst & Graben Wealth Management sold 6,487 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $360K.
Horst & Graben Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2020 and held it in 10 quarters.
Horst & Graben Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6.24M in Q4 2020.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on Horst & Graben Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.