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

Baron Silver Stevens Financial 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
2023 Q1	–	Sell	-4,599	Closed	-$244K	–	104
2022 Q4	$244K	Buy	+4,599	New	+$241K	0.06%	80
2022 Q3	–	Sell	-7,355	Closed	-$407K	–	114
2022 Q2	$407K	Buy	7,355 +1,219	+20%	+$70.4K	0.11%	65
2022 Q1	$374K	Sell	6,136 -3,227	-34%	-$200K	0.09%	62
2021 Q4	$588K	Sell	9,363 -10,912	-54%	-$688K	0.14%	43
2021 Q3	$1.27M	Sell	20,275 -34,827	-63%	-$2.19M	0.34%	31
2021 Q2	$3.54M	Sell	55,102 -30,601	-36%	-$1.95M	0.96%	21
2021 Q1	$5.41M	Buy	85,703 +267	+0.3%	+$16.9K	2.94%	8
2020 Q4	$5.22M	Buy	+85,436	New	+$4.98M	1.79%	14

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

Baron Silver Stevens Financial Advisors's EEMV Position: Q1 2023 in Review

Baron Silver Stevens Financial Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 4,599 shares — an estimated $244K sold.

Baron Silver Stevens Financial Advisors first reported a position in EEMV in Q4 2020 and held it in 8 quarters. The position peaked at $5.41M in Q1 2021. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

Baron Silver Stevens Financial Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 4,599 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $244K.
Baron Silver Stevens Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and held it in 8 quarters.
Baron Silver Stevens Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $5.41M in Q1 2021.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.