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Bivin & Associates’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Bivin & Associates’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
Q2 		$30K Hold
550
– – 0.03% 94
2022
Q1 		$34K Hold
550
– – 0.03% 100
2021
Q4 		$35K Buy
+550
New +$34.7K 0.03% 107

Other funds holding EEMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $51.6B AUM 27.34% 1-Year Est. Return

Bivin & Associates's EEMV Position: Q2 2022 in Review

Bivin & Associates held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q2 2022 at 550 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #94.

Bivin & Associates first reported a position in EEMV in Q4 2021 and has held it in 3 quarters since. The position peaked at $35K in Q4 2021. 444 funds tracked by Wall St. Rank hold EEMV as of Q2 2022.

  • Bivin & Associates held 550 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $30K as of Q2 2022.
  • Bivin & Associates left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q2 2022.
  • iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.03% of Bivin & Associates's portfolio in Q2 2022, its #94 holding.
  • Bivin & Associates first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $35K in Q4 2021.
  • 444 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.