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

Tyler-Stone 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
2023 Q4	–	Sell	-400	Closed	-$21K	–	965
2023 Q3	$21K	Hold	400	–	–	0.01%	472
2023 Q2	$22K	Buy	+400	New	+$22.1K	0.01%	467
2022 Q4	$21K	Hold	400	–	–	0.01%	440
2022 Q3	$20K	Hold	400	–	–	0.02%	435
2022 Q2	$22K	Hold	400	–	–	0.01%	432
2022 Q1	$24K	Sell	400 -150	-27%	-$9.3K	0.01%	445
2021 Q4	$35K	Buy	+550	New	+$34.7K	0.02%	413

Other funds holding EEMV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tyler-Stone Wealth Management's EEMV Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2023, closing a stake of 400 shares — an estimated $21K sold.

Tyler-Stone Wealth Management first reported a position in EEMV in Q4 2021 and held it in 7 quarters. The position peaked at $35K in Q4 2021. 350 funds tracked by Wall St. Rank hold EEMV as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 400 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2023, an estimated $21K.
Tyler-Stone Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and held it in 7 quarters.
Tyler-Stone Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $35K in Q4 2021.
350 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.