Titus Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Titus Wealth Management’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	$6.05M	Sell	109,180 -934	-0.8%	-$53.9K	3.03%	8
2022 Q1	$6.72M	Buy	110,114 +6,294	+6%	+$390K	3.03%	9
2021 Q4	$6.52M	Buy	103,820 +2,926	+3%	+$184K	2.94%	8
2021 Q3	$6.33M	Buy	100,894 +1,701	+2%	+$107K	3.33%	8
2021 Q2	$6.36M	Buy	99,193 +586	+0.6%	+$37.4K	3.45%	7
2021 Q1	$6.23M	Buy	98,607 +89,327	+963%	+$5.64M	3.64%	7
2020 Q4	$5.67M	Sell	9,280 -79,450	-90%	-$4.63M	3.48%	7
2020 Q3	$4.9M	Buy	88,730 +565	+0.6%	+$31.2K	3.5%	7
2020 Q2	$4.58M	Sell	88,165 -1,301	-1%	-$65.8K	3.61%	6
2020 Q1	$4.2M	Sell	89,466 -3,922	-4%	-$212K	3.96%	7
2019 Q4	$5.48M	Sell	93,388 -2,688	-3%	-$156K	5.49%	3
2019 Q3	$5.49M	Buy	96,076 +18,937	+25%	+$1.09M	5.02%	4
2019 Q2	$4.54M	Sell	77,139 -15,512	-17%	-$906K	4.48%	4
2019 Q1	$5.5K	Buy	92,651 +2,352	+3%	+$137K	4.85%	5
2018 Q4	$5.04K	Sell	90,299 -1,365	-1%	-$76.6K	4.31%	6
2018 Q3	$5.44M	Buy	91,664 +5,797	+7%	+$340K	4.69%	5
2018 Q2	$4.97M	Buy	85,867 +1,761	+2%	+$107K	5.31%	4
2018 Q1	$5.24M	Buy	+84,106	New	+$5.25M	5.04%	5

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 $16B AUM 26.77% 1-Year Est. Return

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

Titus Wealth Management's EEMV Position: Q2 2022 in Review

Titus Wealth Management reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 0.85% in Q2 2022, selling an estimated $53.9K and leaving 109,180 shares worth $6.05M. The position accounts for 3.03% of the portfolio, ranked #8.

Titus Wealth Management first reported a position in EEMV in Q1 2018 and has held it in 18 quarters since. The position peaked at $6.72M in Q1 2022. 444 funds tracked by Wall St. Rank hold EEMV as of Q2 2022.

Titus Wealth Management held 109,180 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $6.05M as of Q2 2022.
Titus Wealth Management sold 934 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2022, an estimated $53.9K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 3.03% of Titus Wealth Management's portfolio in Q2 2022, its #8 holding.
Titus Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2018 and has held it in 18 quarters since.
Titus Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6.72M in Q1 2022.
444 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.