Soltis Investment Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Soltis Investment 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 Q2	–	Sell	-3,403	Closed	-$208K	–	249
2022 Q1	$208K	Sell	3,403 -520	-13%	-$32.3K	0.03%	238
2021 Q4	$246K	Sell	3,923 -75	-2%	-$4.73K	0.03%	235
2021 Q3	$251K	Hold	3,998	–	–	0.04%	213
2021 Q2	$257K	Sell	3,998 -28,907	-88%	-$1.85M	0.04%	212
2021 Q1	$2.08M	Sell	32,905 -11,816	-26%	-$747K	0.38%	49
2020 Q4	$2.73M	Sell	44,721 -6,869	-13%	-$401K	0.51%	37
2020 Q3	$2.85M	Sell	51,590 -4,917	-9%	-$271K	0.67%	34
2020 Q2	$2.94M	Sell	56,507 -3,587	-6%	-$181K	0.76%	31
2020 Q1	$2.82M	Buy	60,094 +26,383	+78%	+$1.42M	0.88%	29
2019 Q4	$1.98M	Buy	+33,711	New	+$1.96M	0.38%	42

Other funds holding EEMV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Soltis Investment Advisors's EEMV Position: Q2 2022 in Review

Soltis Investment Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2022, closing a stake of 3,403 shares — an estimated $208K sold.

Soltis Investment Advisors first reported a position in EEMV in Q4 2019 and held it in 10 quarters. The position peaked at $2.94M in Q2 2020. 444 funds tracked by Wall St. Rank hold EEMV as of Q2 2022.

Soltis Investment Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Soltis Investment Advisors sold 3,403 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2022, an estimated $208K.
Soltis Investment Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 10 quarters.
Soltis Investment Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.94M in Q2 2020.
444 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2022.

Based on Soltis Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.