Center for Financial Planning’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Center for Financial Planning’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	-67	Closed	-$3K	–	577
2022 Q3	$3K	Buy	+67	New	+$3.66K	﹤0.01%	468
2020 Q3	–	Sell	-470	Closed	-$24K	–	453
2020 Q2	$24K	Sell	470 -5,856	-93%	-$296K	0.01%	241
2020 Q1	$297K	Buy	+6,326	New	+$341K	0.1%	81

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Center for Financial Planning's EEMV Position: Q4 2022 in Review

Center for Financial Planning sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2022, closing a stake of 67 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in EEMV in Q1 2020 and held it in 3 quarters. The position peaked at $297K in Q1 2020. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

Center for Financial Planning reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Center for Financial Planning sold 67 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $3K.
Center for Financial Planning first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2020 and held it in 3 quarters.
Center for Financial Planning's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $297K in Q1 2020.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.