S.A. Mason’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

S.A. Mason’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	-565	Closed	-$31K	–	320
2022 Q2	$31K	Hold	565	–	–	0.02%	281
2022 Q1	$34K	Hold	565	–	–	0.02%	283
2021 Q4	$35K	Hold	565	–	–	0.02%	278
2021 Q3	$35K	Hold	565	–	–	0.02%	271
2021 Q2	$36K	Hold	565	–	–	0.02%	264
2021 Q1	$36K	Hold	565	–	–	0.03%	259
2020 Q4	$35K	Hold	565	–	–	0.03%	247
2020 Q3	$31K	Hold	565	–	–	0.03%	233
2020 Q2	$29K	Hold	565	–	–	0.03%	235
2020 Q1	$27K	Hold	565	–	–	0.03%	249
2019 Q4	$33K	Buy	+565	New	+$32.8K	0.03%	264

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

S.A. Mason's EEMV Position: Q3 2022 in Review

S.A. Mason sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 565 shares — an estimated $31K sold.

S.A. Mason first reported a position in EEMV in Q4 2019 and held it in 11 quarters. The position peaked at $36K in Q2 2021. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

S.A. Mason reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
S.A. Mason sold 565 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $31K.
S.A. Mason first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 11 quarters.
S.A. Mason's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $36K in Q2 2021.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on S.A. Mason's 13F filing for Q3 2022, filed 20 Oct 2022.