Financial Advocates Investment Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Financial Advocates Investment Management’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 Q1	–	Sell	-19,520	Closed	-$1.04M	–	761
2022 Q4	$1.04M	Buy	+19,520	New	+$1.02M	0.08%	278
2022 Q3	–	Sell	-12,546	Closed	-$695K	–	769
2022 Q2	$695K	Buy	+12,546	New	+$724K	0.06%	329
2021 Q1	–	Sell	-3,464	Closed	-$210K	–	757
2020 Q4	$210K	Sell	3,464 -818	-19%	-$47.7K	0.01%	671
2020 Q3	$237K	Sell	4,282 -401	-9%	-$22.1K	0.02%	535
2020 Q2	$244K	Sell	4,683 -549	-10%	-$27.8K	0.02%	510
2020 Q1	$246K	Sell	5,232 -260	-5%	-$14K	0.04%	394
2019 Q4	$323K	Buy	5,492 +544	+11%	+$31.6K	0.03%	384
2019 Q3	$282K	Sell	4,948 -163	-3%	-$9.37K	0.03%	391
2019 Q2	$301K	Buy	5,111 +1,312	+35%	+$76.6K	0.03%	370
2019 Q1	$225K	Buy	3,799 +197	+5%	+$11.5K	0.03%	414
2018 Q4	$201K	Sell	3,602 -6,097	-63%	-$342K	0.03%	406
2018 Q3	$576K	Buy	9,699 +2,406	+33%	+$141K	0.06%	264
2018 Q2	$419K	Buy	7,293 +1,638	+29%	+$99.7K	0.05%	295
2018 Q1	$352K	Buy	5,655 +1,479	+35%	+$92.4K	0.05%	330
2017 Q4	$254K	Buy	+4,176	New	+$248K	0.03%	393

Other funds holding EEMV

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

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

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

Financial Advocates Investment Management's EEMV Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 19,520 shares — an estimated $1.04M sold.

Financial Advocates Investment Management first reported a position in EEMV in Q4 2017 and held it in 15 quarters. The position peaked at $1.04M in Q4 2022. 391 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

Financial Advocates Investment Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 19,520 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $1.04M.
Financial Advocates Investment Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 15 quarters.
Financial Advocates Investment Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.04M in Q4 2022.
391 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.