Certified Advisory Corp’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Certified Advisory Corp’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 Q3	–	Sell	-27,813	Closed	-$1.53M	–	287
2023 Q2	$1.53M	Sell	27,813 -20,025	-42%	-$1.11M	0.28%	93
2023 Q1	$2.61M	Sell	47,838 -10,328	-18%	-$559K	0.46%	67
2022 Q4	$3.09M	Sell	58,166 -7,148	-11%	-$374K	0.61%	44
2022 Q3	$3.31M	Buy	+65,314	New	+$3.57M	0.76%	34
2020 Q1	–	Sell	-1,600	Closed	-$94K	–	778
2019 Q4	$94K	Hold	1,600	–	–	0.03%	238
2019 Q3	$91K	Hold	1,600	–	–	0.03%	245
2019 Q2	$94K	Hold	1,600	–	–	0.04%	241
2019 Q1	$95K	Buy	+1,600	New	+$93.5K	0.04%	218

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Certified Advisory Corp's EEMV Position: Q3 2023 in Review

Certified Advisory Corp sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2023, closing a stake of 27,813 shares — an estimated $1.53M sold.

Certified Advisory Corp first reported a position in EEMV in Q1 2019 and held it in 8 quarters. The position peaked at $3.31M in Q3 2022. 354 funds tracked by Wall St. Rank hold EEMV as of Q3 2023.

Certified Advisory Corp reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Certified Advisory Corp sold 27,813 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2023, an estimated $1.53M.
Certified Advisory Corp first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2019 and held it in 8 quarters.
Certified Advisory Corp's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.31M in Q3 2022.
354 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2023.

Based on Certified Advisory Corp's 13F filing for Q3 2023, filed 13 Nov 2023.