Sanford Advisory Services’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sanford Advisory Services’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	$713K	Sell	13,431 -8,662	-39%	-$453K	0.17%	67
2022 Q3	$1.12M	Sell	22,093 -677	-3%	-$37K	0.32%	38
2022 Q2	$1.26M	Sell	22,770 -1,481	-6%	-$85.5K	0.36%	34
2022 Q1	$1.48M	Sell	24,251 -305	-1%	-$18.9K	0.4%	32
2021 Q4	$1.54M	Sell	24,556 -662	-3%	-$41.7K	0.35%	33
2021 Q3	$1.58M	Sell	25,218 -4,329	-15%	-$272K	0.4%	28
2021 Q2	$1.9M	Sell	29,547 -1,446	-5%	-$92.3K	0.49%	22
2021 Q1	$1.96M	Sell	30,993 -6,297	-17%	-$398K	0.55%	22
2020 Q4	$2.28M	Buy	+37,290	New	+$2.18M	0.73%	16

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

Sanford Advisory Services's EEMV Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 39% in Q4 2022, selling an estimated $453K and leaving 13,431 shares worth $713K. The position accounts for 0.17% of the portfolio, ranked #67.

Sanford Advisory Services first reported a position in EEMV in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.28M in Q4 2020. 485 funds tracked by Wall St. Rank hold EEMV as of Q4 2022.

Sanford Advisory Services held 13,431 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $713K as of Q4 2022.
Sanford Advisory Services sold 8,662 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2022, an estimated $453K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.17% of Sanford Advisory Services's portfolio in Q4 2022, its #67 holding.
Sanford Advisory Services first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.28M in Q4 2020.
485 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.