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

Advocacy Wealth Management Services’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 Q1	–	Sell	-10,942	Closed	-$687K	–	196
2021 Q4	$687K	Hold	10,942	–	–	0.11%	27
2021 Q3	$686K	Hold	10,942	–	–	0.12%	27
2021 Q2	$702K	Hold	10,942	–	–	0.13%	28
2021 Q1	$693K	Hold	10,942	–	–	0.14%	32
2020 Q4	$668K	Hold	10,942	–	–	0.1%	33
2020 Q3	$608K	Buy	+10,942	New	+$604K	0.1%	39
2020 Q2	–	Sell	-118,181	Closed	-$5.34M	–	128
2020 Q1	$5.34M	Buy	118,181 +33,212	+39%	+$1.79M	1.18%	13
2019 Q4	$4.98M	Buy	84,969 +7,314	+9%	+$425K	1.42%	13
2019 Q3	$4.43M	Buy	77,655 +11,486	+17%	+$660K	2.96%	12
2019 Q2	$3.9M	Buy	66,169 +46,858	+243%	+$2.74M	2.82%	12
2019 Q1	$1.15M	Buy	19,311 +3,715	+24%	+$217K	1.25%	18
2018 Q4	$871K	Sell	15,596 -14,385	-48%	-$807K	0.66%	10
2018 Q3	$1.78M	Buy	29,981 +2,064	+7%	+$121K	1.09%	10
2018 Q2	$1.61M	Sell	27,917 -301	-1%	-$18.3K	1.06%	10
2018 Q1	$1.76M	Buy	28,218 +23	+0.1%	+$1.44K	1.21%	9
2017 Q4	$1.71M	Buy	28,195 +10,352	+58%	+$616K	1.18%	9
2017 Q3	$1.04M	Sell	17,843 -140,574	-89%	-$8.08M	0.41%	13
2017 Q2	$8.78M	Sell	158,417 -36,200	-19%	-$1.99M	3.14%	13
2017 Q1	$10.4M	Buy	194,617 +86,823	+81%	+$4.49M	3.63%	12
2016 Q4	$5.27M	Buy	107,794 +12,303	+13%	+$631K	1.58%	20
2016 Q3	$5.16M	Buy	95,491 +32,946	+53%	+$1.76M	2%	23
2016 Q2	$3.23M	Buy	62,545 +35,197	+129%	+$1.79M	1.63%	23
2016 Q1	$1.41M	Buy	27,348 +20,503	+300%	+$974K	0.97%	26
2015 Q4	$333K	Buy	+6,845	New	+$350K	0.38%	62

Other funds holding EEMV

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 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

WBG

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

Advocacy Wealth Management Services's EEMV Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2022, closing a stake of 10,942 shares — an estimated $687K sold.

Advocacy Wealth Management Services first reported a position in EEMV in Q4 2015 and held it in 24 quarters. The position peaked at $10.4M in Q1 2017. 343 funds tracked by Wall St. Rank hold EEMV as of Q1 2022.

Advocacy Wealth Management Services reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 10,942 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2022, an estimated $687K.
Advocacy Wealth Management Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2015 and held it in 24 quarters.
Advocacy Wealth Management Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $10.4M in Q1 2017.
343 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.