BDO Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

BDO Wealth 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 Q2	$147K	Sell	2,665 -554	-17%	-$30.6K	0.02%	292
2023 Q1	$176K	Sell	3,219 -10	-0.3%	-$542	0.02%	262
2022 Q4	$171K	Sell	3,229 -2,073	-39%	-$108K	0.02%	275
2022 Q3	$269K	Sell	5,302 -433	-8%	-$23.7K	0.04%	221
2022 Q2	$318K	Sell	5,735 -1,698	-23%	-$98.1K	0.04%	208
2022 Q1	$454K	Sell	7,433 -1,139	-13%	-$70.7K	0.05%	191
2021 Q4	$538K	Buy	8,572 +92	+1%	+$5.8K	0.06%	177
2021 Q3	$531K	Buy	8,480 +200	+2%	+$12.6K	0.06%	176
2021 Q2	$531K	Sell	8,280 -1,073	-11%	-$68.5K	0.06%	179
2021 Q1	$591K	Buy	9,353 +4,047	+76%	+$256K	0.07%	166
2020 Q4	$324K	Buy	5,306 +76	+1%	+$4.43K	0.05%	189
2020 Q3	$289K	Sell	5,230 -1,019	-16%	-$56.3K	0.05%	182
2020 Q2	$325K	Buy	6,249 +38	+0.6%	+$1.92K	0.06%	161
2020 Q1	$291K	Buy	6,211 +2,557	+70%	+$138K	0.06%	168
2019 Q4	$214K	Buy	3,654 +1,387	+61%	+$80.5K	0.06%	186
2019 Q3	$129K	Buy	2,267 +1,095	+93%	+$63K	0.03%	236
2019 Q2	$69K	Sell	1,172 -343	-23%	-$20K	0.02%	276
2019 Q1	$90K	Sell	1,515 -201	-12%	-$11.7K	0.03%	230
2018 Q4	$96K	Sell	1,716 -1,353	-44%	-$75.9K	0.03%	207
2018 Q3	$182K	Buy	3,069 +89	+3%	+$5.22K	0.06%	164
2018 Q2	$172K	Sell	2,980 -123	-4%	-$7.49K	0.06%	165
2018 Q1	$193K	Buy	+3,103	New	+$194K	0.07%	128
2017 Q3	–	Sell	-1,800	Closed	-$100K	–	469
2017 Q2	$100K	Buy	+1,800	New	+$98.8K	0.04%	174

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

WBG

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

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

BDO Wealth Advisors's EEMV Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 17% in Q2 2023, selling an estimated $30.6K and leaving 2,665 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #292.

BDO Wealth Advisors first reported a position in EEMV in Q2 2017 and has held it in 23 quarters since. The position peaked at $591K in Q1 2021. 366 funds tracked by Wall St. Rank hold EEMV as of Q2 2023.

BDO Wealth Advisors held 2,665 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $147K as of Q2 2023.
BDO Wealth Advisors sold 554 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2023, an estimated $30.6K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #292 holding.
BDO Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $591K in Q1 2021.
366 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.