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Tri-Star Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Tri-Star 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
Q4 		– Sell
-105,808
Closed -$5.41M – 43
2022
Q3 		$5.41M Buy
105,808
+3,631
+4% +$198K 2.75% 8
2022
Q2 		$5.66M Buy
+102,177
New +$5.9M 2.74% 10

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tri-Star Advisors's EEMV Position: Q4 2022 in Review

Tri-Star Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 105,808 shares — an estimated $5.41M sold.

Tri-Star Advisors first reported a position in EEMV in Q2 2022 and held it in 2 quarters. The position peaked at $5.66M in Q2 2022. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

  • Tri-Star Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Tri-Star Advisors sold 105,808 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $5.41M.
  • Tri-Star Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 2 quarters.
  • Tri-Star Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $5.66M in Q2 2022.
  • 485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Tri-Star Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.