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

American Portfolios 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
2022
Q3 		$607K Sell
11,974
-922
-7% -$50.4K 0.03% 577
2022
Q2 		$715K Buy
12,896
+6,036
+88% +$349K 0.03% 532
2022
Q1 		$419K Sell
6,860
-720
-9% -$44.7K 0.01% 815
2021
Q4 		$476K Sell
7,580
-232
-3% -$14.6K 0.02% 764
2021
Q3 		$490K Sell
7,812
-115
-1% -$7.24K 0.02% 721
2021
Q2 		$509K Sell
7,927
-9
-0.1% -$574 0.02% 703
2021
Q1 		$501K Buy
7,936
+1,948
+33% +$123K 0.02% 645
2020
Q4 		$366K Buy
5,988
+117
+2% +$6.83K 0.02% 666
2020
Q3 		$324K Sell
5,871
-2,370
-29% -$131K 0.02% 626
2020
Q2 		$429K Sell
8,241
-5,200
-39% -$263K 0.03% 483
2020
Q1 		$631K Buy
13,441
+609
+5% +$32.9K 0.05% 313
2019
Q4 		$753K Sell
12,832
-1,448
-10% -$84K 0.05% 323
2019
Q3 		$815K Buy
14,280
+140
+1% +$8.05K 0.07% 283
2019
Q2 		$832K Buy
14,140
+170
+1% +$9.93K 0.07% 270
2019
Q1 		$828K Buy
13,970
+527
+4% +$30.8K 0.08% 243
2018
Q4 		$751K Sell
13,443
-1
-0% -$56 0.09% 213
2018
Q3 		$797K Buy
13,444
+424
+3% +$24.9K 0.09% 220
2018
Q2 		$753K Buy
13,020
+400
+3% +$24.3K 0.1% 198
2018
Q1 		$787K Buy
12,620
+450
+4% +$28.1K 0.12% 179
2017
Q4 		$739K Buy
+12,170
New +$724K 0.12% 186

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

American Portfolios Advisors's EEMV Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 7.1% in Q3 2022, selling an estimated $50.4K and leaving 11,974 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #577.

American Portfolios Advisors first reported a position in EEMV in Q4 2017 and has held it in 20 quarters since. The position peaked at $832K in Q2 2019. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

  • American Portfolios Advisors held 11,974 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $607K as of Q3 2022.
  • American Portfolios Advisors sold 922 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $50.4K.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #577 holding.
  • American Portfolios Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $832K in Q2 2019.
  • 439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.