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

Intrua 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	-7,987	Closed	-$443K	–	312
2022 Q2	$443K	Buy	+7,987	New	+$461K	0.09%	231
2020 Q3	–	Sell	-12,475	Closed	-$695K	–	213
2020 Q2	$695K	Buy	+12,475	New	+$631K	0.27%	83

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

Intrua Financial's EEMV Position: Q3 2022 in Review

Intrua Financial sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 7,987 shares — an estimated $443K sold.

Intrua Financial first reported a position in EEMV in Q2 2020 and held it in 2 quarters. The position peaked at $695K in Q2 2020. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

Intrua Financial reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Intrua Financial sold 7,987 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $443K.
Intrua Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2020 and held it in 2 quarters.
Intrua Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $695K in Q2 2020.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on Intrua Financial's 13F filing for Q3 2022, filed 14 Nov 2022.