Sage Mountain Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sage Mountain 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
2023 Q2	–	Sell	-110	Closed	-$5.98K	–	361
2023 Q1	$5.98K	Hold	110	–	–	﹤0.01%	316
2022 Q4	$5.81K	Buy	110 +2	+2%	+$105	﹤0.01%	275
2022 Q3	$5K	Hold	108	–	–	﹤0.01%	364
2022 Q2	$6K	Hold	108	–	–	﹤0.01%	593
2022 Q1	$7K	Sell	108 -2,019	-95%	-$125K	﹤0.01%	608
2021 Q4	$134K	Buy	+2,127	New	+$134K	0.02%	569

Other funds holding EEMV

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sage Mountain Advisors's EEMV Position: Q2 2023 in Review

Sage Mountain Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 110 shares — an estimated $5.98K sold.

Sage Mountain Advisors first reported a position in EEMV in Q4 2021 and held it in 6 quarters. The position peaked at $134K in Q4 2021. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

Sage Mountain Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Sage Mountain Advisors sold 110 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $5.98K.
Sage Mountain Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and held it in 6 quarters.
Sage Mountain Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $134K in Q4 2021.
366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on Sage Mountain Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.