Focus Financial Network’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Focus Financial Network’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 Q2	–	Sell	-3,667	Closed	-$224K	–	493
2022 Q1	$224K	Buy	+3,667	New	+$227K	0.02%	479
2021 Q4	–	Sell	-4,396	Closed	-$276K	–	375
2021 Q3	$276K	Buy	4,396 +10	+0.2%	+$629	0.04%	352
2021 Q2	$281K	Sell	4,386 -1,140	-21%	-$72.8K	0.04%	348
2021 Q1	$349K	Buy	5,526 +187	+4%	+$11.8K	0.04%	316
2020 Q4	$326K	Sell	5,339 -613	-10%	-$35.8K	0.03%	334
2020 Q3	$328K	Sell	5,952 -1,263	-18%	-$69.7K	0.03%	324
2020 Q2	$375K	Sell	7,215 -9,944	-58%	-$503K	0.04%	273
2020 Q1	$805K	Buy	17,159 +560	+3%	+$30.2K	0.11%	157
2019 Q4	$974K	Buy	16,599 +5,828	+54%	+$338K	0.12%	157
2019 Q3	$615K	Buy	10,771 +5,385	+100%	+$310K	0.09%	198
2019 Q2	$317K	Buy	5,386 +59	+1%	+$3.44K	0.05%	273
2019 Q1	$316K	Buy	+5,327	New	+$311K	0.05%	265

Other funds holding EEMV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Focus Financial Network's EEMV Position: Q2 2022 in Review

Focus Financial Network sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2022, closing a stake of 3,667 shares — an estimated $224K sold.

Focus Financial Network first reported a position in EEMV in Q1 2019 and held it in 12 quarters. The position peaked at $974K in Q4 2019. 444 funds tracked by Wall St. Rank hold EEMV as of Q2 2022.

Focus Financial Network reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Focus Financial Network sold 3,667 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2022, an estimated $224K.
Focus Financial Network first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2019 and held it in 12 quarters.
Focus Financial Network's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $974K in Q4 2019.
444 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2022.

Based on Focus Financial Network's 13F filing for Q2 2022, filed 24 Jul 2024.