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

Mutual 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	-16,430	Closed	-$872K	–	987
2022 Q4	$872K	Sell	16,430 -1,016	-6%	-$53.1K	0.04%	441
2022 Q3	$884K	Buy	+17,446	New	+$953K	0.05%	403
2019 Q2	–	Sell	-9,651	Closed	-$572K	–	572
2019 Q1	$572K	Sell	9,651 -462	-5%	-$27K	0.08%	255
2018 Q4	$565K	Buy	10,113 +958	+10%	+$53.8K	0.11%	220
2018 Q3	$543K	Buy	9,155 +1,810	+25%	+$106K	0.08%	269
2018 Q2	$425K	Buy	7,345 +2,464	+50%	+$150K	0.1%	268
2018 Q1	$304K	Buy	4,881 +325	+7%	+$20.3K	0.08%	305
2017 Q4	$277K	Buy	+4,556	New	+$271K	0.1%	226

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

Mutual Advisors's EEMV Position: Q1 2023 in Review

Mutual Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 16,430 shares — an estimated $872K sold.

Mutual Advisors first reported a position in EEMV in Q4 2017 and held it in 8 quarters. The position peaked at $884K in Q3 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

Mutual Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Mutual Advisors sold 16,430 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $872K.
Mutual Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 8 quarters.
Mutual Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $884K in Q3 2022.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Mutual Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.