BFA
EEMV icon

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

BMS 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
2022
Q4 		– Sell
-40,465
Closed -$2.05M – 96
2022
Q3 		$2.05M Buy
+40,465
New +$2.21M 1.44% 12

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BMS Financial Advisors's EEMV Position: Q4 2022 in Review

BMS Financial Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 40,465 shares — an estimated $2.05M sold.

BMS Financial Advisors first reported a position in EEMV in Q3 2022 and held it in 1 quarter. The position peaked at $2.05M in Q3 2022. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

  • BMS Financial Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • BMS Financial Advisors sold 40,465 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $2.05M.
  • BMS Financial Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2022 and held it in 1 quarter.
  • BMS Financial Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.05M in Q3 2022.
  • 485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on BMS Financial Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.