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

Regal 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
2024
Q3 		– Sell
-3,948
Closed -$226K – 520
2024
Q2 		$226K Sell
3,948
-126
-3% -$7.14K 0.01% 518
2024
Q1 		$231K Sell
4,074
-362
-8% -$20.2K 0.02% 519
2023
Q4 		$247K Buy
4,436
+101
+2% +$5.42K 0.02% 461
2023
Q3 		$231K Sell
4,335
-16
-0.4% -$878 0.02% 442
2023
Q2 		$239K Sell
4,351
-1,222
-22% -$67.6K 0.02% 446
2023
Q1 		$304K Sell
5,573
-72,025
-93% -$3.9M 0.03% 391
2022
Q4 		$4.12M Buy
77,598
+20,188
+35% +$1.06M 0.4% 70
2022
Q3 		$2.91M Buy
57,410
+14,950
+35% +$817K 0.31% 88
2022
Q2 		$2.35M Buy
42,460
+36,242
+583% +$2.09M 0.25% 108
2022
Q1 		$379K Sell
6,218
-177
-3% -$11K 0.03% 356
2021
Q4 		$402K Buy
6,395
+759
+13% +$47.8K 0.04% 367
2021
Q3 		$353K Sell
5,636
-182
-3% -$11.4K 0.03% 386
2021
Q2 		$373K Buy
+5,818
New +$371K 0.04% 371
2021
Q1 		– Sell
-5,058
Closed -$309K – 125
2020
Q4 		$309K Buy
+5,058
New +$295K 0.03% 356
2017
Q2 		– Sell
-8,043
Closed -$430K – 266
2017
Q1 		$430K Sell
8,043
-5,734
-42% -$296K 0.11% 180
2016
Q4 		$674K Sell
13,777
-7,490
-35% -$384K 0.19% 138
2016
Q3 		$1.15M Buy
21,267
+5,730
+37% +$306K 0.33% 96
2016
Q2 		$802K Buy
15,537
+9,325
+150% +$473K 0.22% 124
2016
Q1 		$319K Buy
+6,212
New +$295K 0.09% 191
2015
Q4 		– Sell
-224
Closed -$11K – 435
2015
Q3 		$11K Buy
224
+106
+90% +$5.61K ﹤0.01% 668
2015
Q2 		$6K Sell
118
-62
-34% -$3.77K ﹤0.01% 724
2015
Q1 		$11K Hold
180
– – ﹤0.01% 666
2014
Q4 		$10K Sell
180
-3,045
-94% -$178K ﹤0.01% 630
2014
Q3 		$193K Buy
+3,225
New +$199K 0.06% 223
2013
Q4 		– Sell
-645
Closed -$38K – 852
2013
Q3 		$38K Buy
645
+110
+21% +$6.34K 0.02% 338
2013
Q2 		$31K Buy
+535
New +$32.3K 0.02% 365

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Regal Investment Advisors's EEMV Position: Q3 2024 in Review

Regal Investment Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2024, closing a stake of 3,948 shares — an estimated $226K sold.

Regal Investment Advisors first reported a position in EEMV in Q2 2013 and held it in 26 quarters. The position peaked at $4.12M in Q4 2022. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

  • Regal Investment Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 3,948 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $226K.
  • Regal Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2013 and held it in 26 quarters.
  • Regal Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.12M in Q4 2022.
  • 336 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.