Laurel Wealth Advisors (California)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Laurel Wealth Advisors (California)’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	$226K	Sell	4,262 -136,146	-97%	-$7.12M	0.02%	598
2022 Q3	$7.12M	Sell	140,408 -18,477	-12%	-$1.01M	0.76%	24
2022 Q2	$8.81M	Buy	+158,885	New	+$9.17M	0.9%	20

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 $12.8B AUM 19.38% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s EEMV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 97% in Q4 2022, selling an estimated $7.12M and leaving 4,262 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #598.

Laurel Wealth Advisors (California) first reported a position in EEMV in Q2 2022 and has held it in 3 quarters since. The position peaked at $8.81M in Q2 2022. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

Laurel Wealth Advisors (California) held 4,262 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $226K as of Q4 2022.
Laurel Wealth Advisors (California) sold 136,146 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $7.12M.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #598 holding.
Laurel Wealth Advisors (California) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and has held it in 3 quarters since.
Laurel Wealth Advisors (California)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $8.81M in Q2 2022.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.