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Dynamic Advisor Solutions’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-8,476
Closed -$470K – 701
2022
Q2 		$470K Buy
+8,476
New +$489K 0.04% 413
2021
Q1 		– Sell
-4,694
Closed -$287K – 711
2020
Q4 		$287K Sell
4,694
-3,787
-45% -$221K 0.03% 503
2020
Q3 		$468K Buy
8,481
+4,215
+99% +$233K 0.05% 332
2020
Q2 		$222K Sell
4,266
-2,472
-37% -$125K 0.03% 456
2020
Q1 		$316K Sell
6,738
-3,613
-35% -$195K 0.06% 324
2019
Q4 		$607K Sell
10,351
-745
-7% -$43.2K 0.08% 266
2019
Q3 		$633K Sell
11,096
-295
-3% -$17K 0.1% 235
2019
Q2 		$670K Buy
+11,391
New +$665K 0.11% 217
2018
Q4 		– Sell
-3,431
Closed -$203K – 410
2018
Q3 		$203K Buy
+3,431
New +$201K 0.04% 372
2018
Q2 		– Sell
-5,199
Closed -$324K – 417
2018
Q1 		$324K Buy
5,199
+1,410
+37% +$88.1K 0.08% 244
2017
Q4 		$230K Buy
3,789
+84
+2% +$5K 0.08% 224
2017
Q3 		$215K Sell
3,705
-20
-0.5% -$1.15K 0.09% 208
2017
Q2 		$206K Buy
+3,725
New +$204K 0.08% 208

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
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
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 $12.8B AUM 19.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Dynamic Advisor Solutions's EEMV Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 8,476 shares — an estimated $470K sold.

Dynamic Advisor Solutions first reported a position in EEMV in Q2 2017 and held it in 13 quarters. The position peaked at $670K in Q2 2019. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

  • Dynamic Advisor Solutions reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,476 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $470K.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2017 and held it in 13 quarters.
  • Dynamic Advisor Solutions's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $670K in Q2 2019.
  • 439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.