V Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

V Wealth Advisors’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 Q3	–	Sell	-3,633	Closed	-$201K	–	386
2022 Q2	$201K	Buy	+3,633	New	+$210K	0.04%	387
2020 Q2	–	Sell	-6,494	Closed	-$305K	–	354
2020 Q1	$305K	Sell	6,494 -781	-11%	-$42.1K	0.1%	216
2019 Q4	$415K	Hold	7,275	–	–	0.15%	163
2019 Q3	$415K	Buy	7,275 +2,052	+39%	+$118K	0.15%	163
2019 Q2	$308K	Buy	5,223 +253	+5%	+$14.8K	0.12%	182
2019 Q1	$295K	Buy	4,970 +204	+4%	+$11.9K	0.12%	183
2018 Q4	$269K	Buy	+4,766	New	+$267K	0.14%	170
2017 Q4	–	Sell	-39,215	Closed	-$2.28M	–	210
2017 Q3	$2.28M	Buy	39,215 +1,390	+4%	+$79.9K	1.16%	22
2017 Q2	$2.11M	Buy	37,825 +20,022	+112%	+$1.1M	0.99%	22
2017 Q1	$952K	Buy	17,803 +13,347	+300%	+$690K	0.58%	51
2016 Q4	$215K	Sell	4,456 -2,196	-33%	-$113K	0.16%	155
2016 Q3	$364K	Buy	6,652 +1,765	+36%	+$94.1K	0.29%	103
2016 Q2	$253K	Buy	+4,887	New	+$248K	0.21%	133

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

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

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

V Wealth Advisors's EEMV Position: Q3 2022 in Review

V Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2022, closing a stake of 3,633 shares — an estimated $201K sold.

V Wealth Advisors first reported a position in EEMV in Q2 2016 and held it in 13 quarters. The position peaked at $2.28M in Q3 2017. 439 funds tracked by Wall St. Rank hold EEMV as of Q3 2022.

V Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 3,633 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2022, an estimated $201K.
V Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2016 and held it in 13 quarters.
V Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.28M in Q3 2017.
439 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.