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

Mountain Capital 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
2023 Q1	–	Sell	-55,113	Closed	-$3.04M	–	70
2022 Q4	$3.04M	Buy	55,113 +32,874	+148%	+$1.72M	1.38%	11
2022 Q3	$1.12M	Buy	22,239 +2,240	+11%	+$122K	0.59%	61
2022 Q2	$1.11M	Buy	+19,999	New	+$1.15M	0.55%	53
2017 Q4	–	Sell	-2,272	Closed	-$132K	–	142
2017 Q3	$132K	Hold	2,272	–	–	0.12%	48
2017 Q2	$126K	Buy	+2,272	New	+$125K	0.12%	56

Other funds holding EEMV

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

Jane Street New York $777B AUM 61.18% 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

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

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

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

WBG

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

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

Mountain Capital Investment Advisors's EEMV Position: Q1 2023 in Review

Mountain Capital Investment Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 55,113 shares — an estimated $3.04M sold.

Mountain Capital Investment Advisors first reported a position in EEMV in Q2 2017 and held it in 5 quarters. The position peaked at $3.04M in Q4 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

Mountain Capital Investment Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Mountain Capital Investment Advisors sold 55,113 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $3.04M.
Mountain Capital Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2017 and held it in 5 quarters.
Mountain Capital Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.04M in Q4 2022.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.