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

W Advisors LLC’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	-8,333	Closed	-$442K	–	104
2022 Q4	$442K	Sell	8,333 -4,256	-34%	-$223K	0.37%	67
2022 Q3	$638K	Buy	12,589 +675	+6%	+$36.9K	0.59%	46
2022 Q2	$661K	Buy	+11,914	New	+$688K	0.57%	43

Other funds holding EEMV

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

W Advisors LLC's EEMV Position: Q1 2023 in Review

W Advisors LLC sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 8,333 shares — an estimated $442K sold.

W Advisors LLC first reported a position in EEMV in Q2 2022 and held it in 3 quarters. The position peaked at $661K in Q2 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

W Advisors LLC reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
W Advisors LLC sold 8,333 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $442K.
W Advisors LLC first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
W Advisors LLC's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $661K 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 W Advisors LLC's 13F filing for Q1 2023, filed 7 Aug 2023.