TCI Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-345
Closed -$18.8K 796
2023
Q1
$18.8K Buy
+345
New +$18.7K ﹤0.01% 742
2022
Q4
Sell
-17
Closed -$1K 2539
2022
Q3
$1K Hold
17
﹤0.01% 2075
2022
Q2
$1K Buy
+17
New +$982 ﹤0.01% 2120
2019
Q2
Sell
-1,604
Closed -$95K 1452
2019
Q1
$95K Buy
+1,604
New +$93.8K 0.04% 239

Other funds holding EEMV

TCI Wealth Advisors's EEMV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2023, closing a stake of 345 shares — an estimated $18.8K sold.

TCI Wealth Advisors first reported a position in EEMV in Q1 2019 and held it in 4 quarters. The position peaked at $95K in Q1 2019. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

  • TCI Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 345 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $18.8K.
  • TCI Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2019 and held it in 4 quarters.
  • TCI Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $95K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.