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R.H. Bluestein & Co’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

R.H. Bluestein & Co’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
2022
Q2 		– Sell
-5,460
Closed -$333K – 372
2022
Q1 		$333K Hold
5,460
– – 0.01% 269
2021
Q4 		$343K Hold
5,460
– – 0.01% 289
2021
Q3 		$342K Buy
+5,460
New +$343K 0.01% 287

Other funds holding EEMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

R.H. Bluestein & Co's EEMV Position: Q2 2022 in Review

R.H. Bluestein & Co sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2022, closing a stake of 5,460 shares — an estimated $333K sold.

R.H. Bluestein & Co first reported a position in EEMV in Q3 2021 and held it in 3 quarters. The position peaked at $343K in Q4 2021. 444 funds tracked by Wall St. Rank hold EEMV as of Q2 2022.

  • R.H. Bluestein & Co reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • R.H. Bluestein & Co sold 5,460 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2022, an estimated $333K.
  • R.H. Bluestein & Co first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2021 and held it in 3 quarters.
  • R.H. Bluestein & Co's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $343K in Q4 2021.
  • 444 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2022.

Based on R.H. Bluestein & Co's 13F filing for Q2 2022, filed 11 Aug 2022.