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

Western 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 Q4	–	Sell	-13,864	Closed	-$702K	–	648
2022 Q3	$702K	Buy	13,864 +1,516	+12%	+$82.8K	0.04%	392
2022 Q2	$687K	Buy	12,348 +7,447	+152%	+$430K	0.04%	388
2022 Q1	$299K	Buy	+4,901	New	+$304K	0.01%	678
2020 Q3	–	Sell	-4,185	Closed	-$218K	–	457
2020 Q2	$218K	Sell	4,185 -143	-3%	-$7.23K	0.04%	373
2020 Q1	$205K	Sell	4,328 -1,524	-26%	-$82.2K	0.05%	335
2019 Q4	$343K	Buy	5,852 +425	+8%	+$24.7K	0.05%	286
2019 Q3	$309K	Sell	5,427 -389	-7%	-$22.4K	0.06%	286
2019 Q2	$344K	Buy	5,816 +44	+0.8%	+$2.57K	0.05%	284
2019 Q1	$347K	Buy	5,772 +1,165	+25%	+$68.1K	0.08%	260
2018 Q4	$258K	Buy	+4,607	New	+$259K	0.07%	278

Other funds holding EEMV

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

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 New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Western Wealth Management's EEMV Position: Q4 2022 in Review

Western Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 13,864 shares — an estimated $702K sold.

Western Wealth Management first reported a position in EEMV in Q4 2018 and held it in 10 quarters. The position peaked at $702K in Q3 2022. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

Western Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 13,864 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $702K.
Western Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 10 quarters.
Western Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $702K in Q3 2022.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.