Milestone Investment Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Milestone Investment Advisors’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
2024 Q3	–	Sell	-88	Closed	-$5.04K	–	128
2024 Q2	$5.04K	Hold	88	–	–	﹤0.01%	122
2024 Q1	$4.98K	Hold	88	–	–	﹤0.01%	122
2023 Q4	$4.89K	Hold	88	–	–	﹤0.01%	119
2023 Q3	$4.7K	Hold	88	–	–	﹤0.01%	331
2023 Q2	$4.84K	Hold	88	–	–	﹤0.01%	113
2023 Q1	$4.8K	Hold	88	–	–	﹤0.01%	330
2022 Q4	$4.67K	Buy	+88	New	+$4.6K	﹤0.01%	112

Other funds holding EEMV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Milestone Investment Advisors's EEMV Position: Q3 2024 in Review

Milestone Investment Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2024, closing a stake of 88 shares — an estimated $5.04K sold.

Milestone Investment Advisors first reported a position in EEMV in Q4 2022 and held it in 7 quarters. The position peaked at $5.04K in Q2 2024. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

Milestone Investment Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Milestone Investment Advisors sold 88 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $5.04K.
Milestone Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and held it in 7 quarters.
Milestone Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $5.04K in Q2 2024.
336 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2024.

Based on Milestone Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.