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

TrueWealth 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
2023
Q1 		– Sell
-4,633
Closed -$246K – 187
2022
Q4 		$246K Buy
4,633
+106
+2% +$5.54K 0.11% 152
2022
Q3 		$229K Sell
4,527
-123
-3% -$6.72K 0.11% 139
2022
Q2 		$258K Buy
+4,650
New +$269K 0.12% 133

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TrueWealth Advisors's EEMV Position: Q1 2023 in Review

TrueWealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 4,633 shares — an estimated $246K sold.

TrueWealth Advisors first reported a position in EEMV in Q2 2022 and held it in 3 quarters. The position peaked at $258K in Q2 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

  • TrueWealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • TrueWealth Advisors sold 4,633 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $246K.
  • TrueWealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
  • TrueWealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $258K in Q2 2022.
  • 391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on TrueWealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.