Sierra Capital’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sierra Capital’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	–	Sell	-16,891	Closed	-$884K	–	650
2022 Q3	$856K	Hold	16,891	–	–	0.16%	104
2022 Q2	$936K	Buy	16,891 +31	+0.2%	+$1.79K	0.17%	102
2022 Q1	$1.03M	Hold	16,860	–	–	0.16%	105
2021 Q4	$1.06M	Buy	16,860 +84	+0.5%	+$5.29K	0.16%	106
2021 Q3	$1.06M	Hold	16,776	–	–	0.18%	103
2021 Q2	$1.08M	Buy	16,776 +50	+0.3%	+$3.19K	0.2%	99
2021 Q1	$1.06M	Buy	+16,726	New	+$1.06M	0.2%	96

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 $12.8B AUM 19.38% 1-Year Est. Return

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

Sierra Capital's EEMV Position: Q4 2022 in Review

Sierra Capital sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 16,891 shares — an estimated $884K sold.

Sierra Capital first reported a position in EEMV in Q1 2021 and held it in 7 quarters. The position peaked at $1.08M in Q2 2021. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

Sierra Capital reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Sierra Capital sold 16,891 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $884K.
Sierra Capital first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2021 and held it in 7 quarters.
Sierra Capital's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.08M in Q2 2021.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Sierra Capital's 13F filing for Q4 2022, filed 8 Feb 2023.