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

Resolute Financial’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 Q4	$756K	Buy	14,253 +1,998	+16%	+$105K	0.64%	39
2022 Q3	$621K	Sell	12,255 -574	-4%	-$31.4K	0.59%	37
2022 Q2	$711K	Buy	12,829 +225	+2%	+$13K	0.62%	34
2022 Q1	$769K	Sell	12,604 -183	-1%	-$11.4K	0.63%	39
2021 Q4	$803K	Buy	+12,787	New	+$806K	0.6%	42

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resolute Financial's EEMV Position: Q4 2022 in Review

Resolute Financial increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 16% in Q4 2022, buying an estimated $105K and bringing the position to 14,253 shares worth $756K. The position accounts for 0.64% of the portfolio, ranked #39.

Resolute Financial first reported a position in EEMV in Q4 2021 and has held it in 5 quarters since. The position peaked at $803K in Q4 2021. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

Resolute Financial held 14,253 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $756K as of Q4 2022.
Resolute Financial bought 1,998 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $105K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.64% of Resolute Financial's portfolio in Q4 2022, its #39 holding.
Resolute Financial first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $803K in Q4 2021.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.