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

BBJS 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
2024 Q3	$255K	Sell	4,065 -122	-3%	-$7.22K	0.09%	43
2024 Q2	$240K	Sell	4,187 -1,146	-21%	-$65K	0.09%	41
2024 Q1	$302K	Sell	5,333 -848	-14%	-$47.3K	0.11%	41
2023 Q4	$344K	Buy	6,181 +29	+0.5%	+$1.55K	0.12%	41
2023 Q3	$328K	Sell	6,152 -901	-13%	-$49.5K	0.12%	42
2023 Q2	$388K	Sell	7,053 -457	-6%	-$25.3K	0.16%	43
2023 Q1	$410K	Sell	7,510 -1,142	-13%	-$61.9K	0.17%	44
2022 Q4	$459K	Buy	+8,652	New	+$453K	0.21%	46

Other funds holding EEMV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

BBJS Financial Advisors's EEMV Position: Q3 2024 in Review

BBJS Financial Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 2.9% in Q3 2024, selling an estimated $7.22K and leaving 4,065 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #43.

BBJS Financial Advisors first reported a position in EEMV in Q4 2022 and has held it in 8 quarters since. The position peaked at $459K in Q4 2022. 336 funds tracked by Wall St. Rank hold EEMV as of Q3 2024.

BBJS Financial Advisors held 4,065 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $255K as of Q3 2024.
BBJS Financial Advisors sold 122 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2024, an estimated $7.22K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.09% of BBJS Financial Advisors's portfolio in Q3 2024, its #43 holding.
BBJS Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $459K in Q4 2022.
336 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.