RGT Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

RGT Wealth 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
2022 Q3	–	Sell	-283	Closed	-$16K	–	120
2022 Q2	$16K	Buy	+283	New	+$16.3K	﹤0.01%	110
2020 Q2	–	Sell	-10,530	Closed	-$494K	–	44
2020 Q1	$494K	Hold	10,530	–	–	0.32%	15
2019 Q4	$618K	Hold	10,530	–	–	1.86%	17
2019 Q3	$601K	Hold	10,530	–	–	1.75%	16
2019 Q2	$620K	Buy	+10,530	New	+$615K	1.95%	14

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

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RGT Wealth Advisors's EEMV Position: Q3 2022 in Review

RGT Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 283 shares — an estimated $16K sold.

RGT Wealth Advisors first reported a position in EEMV in Q2 2019 and held it in 5 quarters. The position peaked at $620K in Q2 2019. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

RGT Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
RGT Wealth Advisors sold 283 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $16K.
RGT Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2019 and held it in 5 quarters.
RGT Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $620K in Q2 2019.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.