Sterling Investment Advisors (Pennsylvania)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-800	Closed	-$44K	–	232
2022 Q2	$44K	Hold	800	–	–	0.02%	234
2022 Q1	$49K	Hold	800	–	–	0.01%	254
2021 Q4	$50K	Hold	800	–	–	0.01%	252
2021 Q3	$50K	Hold	800	–	–	0.01%	245
2021 Q2	$51K	Hold	800	–	–	0.01%	251
2021 Q1	$51K	Hold	800	–	–	0.02%	235
2020 Q4	$49K	Hold	800	–	–	0.02%	226
2020 Q3	$44K	Hold	800	–	–	0.02%	224
2020 Q2	$41K	Hold	800	–	–	0.02%	230
2020 Q1	$37K	Hold	800	–	–	0.02%	212
2019 Q4	$46K	Hold	800	–	–	0.02%	215
2019 Q3	$46K	Hold	800	–	–	0.02%	216
2019 Q2	$47K	Sell	800 -3,200	-80%	-$187K	0.02%	210
2019 Q1	$237K	Hold	4,000	–	–	0.12%	108
2018 Q4	$223K	Sell	4,000 -1,000	-20%	-$56.1K	0.13%	102
2018 Q3	$297K	Sell	5,000 -1,800	-26%	-$106K	0.16%	99
2018 Q2	$393K	Buy	6,800 +550	+9%	+$33.5K	0.23%	84
2018 Q1	$390K	Buy	6,250 +2,965	+90%	+$185K	0.24%	81
2017 Q4	$200K	Buy	+3,285	New	+$195K	0.12%	108

Other funds holding EEMV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Sterling Investment Advisors (Pennsylvania)'s EEMV Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 800 shares — an estimated $44K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in EEMV in Q4 2017 and held it in 19 quarters. The position peaked at $393K in Q2 2018. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 800 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $44K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 19 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $393K in Q2 2018.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.