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

OmniStar Financial Group’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	-6,315	Closed	-$335K	–	92
2022 Q4	$335K	Sell	6,315 -116	-2%	-$6.07K	0.38%	83
2022 Q3	$325K	Buy	6,431 +429	+7%	+$23.4K	0.39%	86
2022 Q2	$332K	Buy	+6,002	New	+$347K	0.37%	82
2020 Q2	–	Sell	-374	Closed	-$18K	–	171
2020 Q1	$18K	Buy	+374	New	+$20.2K	0.02%	188
2018 Q3	–	Sell	-19,980	Closed	-$1.16M	–	139
2018 Q2	$1.16M	Sell	19,980 -43	-0.2%	-$2.62K	1.1%	41
2018 Q1	$1.25M	Buy	20,023 +1,425	+8%	+$89K	1.19%	37
2017 Q4	$1.13M	Buy	+18,598	New	+$1.11M	1.04%	43

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

OmniStar Financial Group's EEMV Position: Q1 2023 in Review

OmniStar Financial Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 6,315 shares — an estimated $335K sold.

OmniStar Financial Group first reported a position in EEMV in Q4 2017 and held it in 7 quarters. The position peaked at $1.25M in Q1 2018. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

OmniStar Financial Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
OmniStar Financial Group sold 6,315 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $335K.
OmniStar Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 7 quarters.
OmniStar Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.25M in Q1 2018.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.