Sargent Bickham Lagudis’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Sargent Bickham Lagudis’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	-575	Closed	-$35K	–	1064
2022 Q1	$35K	Buy	+575	New	+$35.7K	﹤0.01%	521
2020 Q3	–	Sell	-752	Closed	-$39K	–	802
2020 Q2	$39K	Hold	752	–	–	﹤0.01%	385
2020 Q1	$35K	Hold	752	–	–	﹤0.01%	383
2019 Q4	$44K	Hold	752	–	–	﹤0.01%	402
2019 Q3	$43K	Buy	752 +362	+93%	+$20.8K	0.01%	369
2019 Q2	$23K	Buy	390 +4	+1%	+$234	﹤0.01%	468
2019 Q1	$23K	Hold	386	–	–	﹤0.01%	491
2018 Q4	$22K	Buy	386 +6	+2%	+$337	﹤0.01%	473
2018 Q3	$23K	Hold	380	–	–	﹤0.01%	475
2018 Q2	$22K	Sell	380 -268	-41%	-$16.3K	﹤0.01%	474
2018 Q1	$40K	Buy	648 +227	+54%	+$14.2K	0.01%	393
2017 Q4	$26K	Buy	421 +6	+1%	+$357	﹤0.01%	453
2017 Q3	$24K	Buy	415 +44	+12%	+$2.53K	﹤0.01%	470
2017 Q2	$21K	Buy	371 +3	+0.8%	+$165	﹤0.01%	473
2017 Q1	$20K	Buy	+368	New	+$19K	﹤0.01%	486
2016 Q3	–	Sell	-190	Closed	-$10K	–	736
2016 Q2	$10K	Buy	+190	New	+$9.64K	﹤0.01%	545

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

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

Sargent Bickham Lagudis's EEMV Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2022, closing a stake of 575 shares — an estimated $35K sold.

Sargent Bickham Lagudis first reported a position in EEMV in Q2 2016 and held it in 16 quarters. The position peaked at $44K in Q4 2019. 444 funds tracked by Wall St. Rank hold EEMV as of Q2 2022.

Sargent Bickham Lagudis reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 575 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2022, an estimated $35K.
Sargent Bickham Lagudis first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2016 and held it in 16 quarters.
Sargent Bickham Lagudis's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $44K 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 Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.