Polaris Wealth Advisory Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Polaris Wealth Advisory 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 Q3	$3.97M	Buy	74,365 +14,496	+24%	+$796K	0.3%	86
2023 Q2	$3.29M	Buy	59,869 +4,650	+8%	+$257K	0.25%	89
2023 Q1	$3.01M	Buy	55,219 +1,225	+2%	+$66.4K	0.22%	89
2022 Q4	$2.93M	Buy	53,994 +2,522	+5%	+$132K	0.22%	86
2022 Q3	$2.61M	Buy	51,472 +3,509	+7%	+$192K	0.22%	79
2022 Q2	$2.66M	Sell	47,963 -12,767	-21%	-$737K	0.21%	70
2022 Q1	$3.72M	Buy	60,730 +3,832	+7%	+$238K	0.25%	75
2021 Q4	$3.57M	Buy	+56,898	New	+$3.59M	0.21%	82
2021 Q3	–	Sell	-53,881	Closed	-$3.45M	–	183
2021 Q2	$3.45M	Buy	+53,881	New	+$3.44M	0.2%	81
2020 Q4	–	Sell	-36,270	Closed	-$2.02M	–	191
2020 Q3	$2.02M	Buy	36,270 +8,722	+32%	+$482K	0.19%	86
2020 Q2	$1.45M	Buy	27,548 +3,839	+16%	+$194K	0.11%	89
2020 Q1	$1.11M	Buy	+23,709	New	+$1.28M	0.12%	74
2018 Q4	–	Sell	-189	Closed	-$11K	–	230
2018 Q3	$11K	Hold	189	–	–	﹤0.01%	396
2018 Q2	$12K	Sell	189 -94	-33%	-$5.72K	﹤0.01%	194
2018 Q1	$18K	Buy	+283	New	+$17.7K	﹤0.01%	303
2017 Q4	–	Sell	-3,900	Closed	-$227K	–	147
2017 Q3	$227K	Sell	3,900 -954	-20%	-$54.8K	0.02%	136
2017 Q2	$269K	Buy	+4,854	New	+$266K	0.03%	111

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Polaris Wealth Advisory Group's EEMV Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 24% in Q3 2023, buying an estimated $796K and bringing the position to 74,365 shares worth $3.97M. The position accounts for 0.3% of the portfolio, ranked #86.

Polaris Wealth Advisory Group first reported a position in EEMV in Q2 2017 and has held it in 17 quarters since. 354 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

Polaris Wealth Advisory Group held 74,365 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $3.97M as of Q3 2023.
Polaris Wealth Advisory Group bought 14,496 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $796K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.3% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #86 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2017 and has held it in 17 quarters since.
354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.