Keystone Financial Services (Colorado)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Keystone Financial Services (Colorado)’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 Q4	–	Sell	-151,452	Closed	-$7.68M	–	84
2022 Q3	$7.68M	Buy	151,452 +35,245	+30%	+$1.93M	4.47%	6
2022 Q2	$6.44M	Buy	+116,207	New	+$6.71M	3.5%	7

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keystone Financial Services (Colorado)'s EEMV Position: Q4 2022 in Review

Keystone Financial Services (Colorado) sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 151,452 shares — an estimated $7.68M sold.

Keystone Financial Services (Colorado) first reported a position in EEMV in Q2 2022 and held it in 2 quarters. The position peaked at $7.68M in Q3 2022. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

Keystone Financial Services (Colorado) reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 151,452 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $7.68M.
Keystone Financial Services (Colorado) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 2 quarters.
Keystone Financial Services (Colorado)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $7.68M in Q3 2022.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q4 2022, filed 1 Feb 2023.