Baron Financial Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Baron Financial Group’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	–	Sell	-14	Closed	-$776	–	92
2022 Q2	$776	Hold	14	–	–	﹤0.01%	199
2022 Q1	$854	Hold	14	–	–	﹤0.01%	213
2021 Q4	$879	Hold	14	–	–	﹤0.01%	214
2021 Q3	$877	Hold	14	–	–	﹤0.01%	219
2021 Q2	$898	Hold	14	–	–	﹤0.01%	231
2021 Q1	$884	Hold	14	–	–	﹤0.01%	233
2020 Q4	$855	Hold	14	–	–	﹤0.01%	244
2020 Q3	$773	Buy	+14	New	+$773	﹤0.01%	265

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

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baron Financial Group's EEMV Position: Q3 2022 in Review

Baron Financial Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 14 shares — an estimated $776 sold.

Baron Financial Group first reported a position in EEMV in Q3 2020 and held it in 8 quarters. The position peaked at $898 in Q2 2021. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

Baron Financial Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 14 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $776.
Baron Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $898 in Q2 2021.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.