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Advus Financial Partners, LLC’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Advus Financial Partners, LLC’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
2023
Q1 		– Sell
-26,439
Closed -$1.4M – 148
2022
Q4 		$1.4M Buy
26,439
+9,833
+59% +$514K 0.61% 32
2022
Q3 		$842K Buy
16,606
+7,964
+92% +$435K 0.45% 36
2022
Q2 		$479K Buy
+8,642
New +$499K 0.25% 59

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advus Financial Partners, LLC's EEMV Position: Q1 2023 in Review

Advus Financial Partners, LLC sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2023, closing a stake of 26,439 shares — an estimated $1.4M sold.

Advus Financial Partners, LLC first reported a position in EEMV in Q2 2022 and held it in 3 quarters. The position peaked at $1.4M in Q4 2022. 390 funds tracked by Wall St. Rank hold EEMV as of Q1 2023.

  • Advus Financial Partners, LLC reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 26,439 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2023, an estimated $1.4M.
  • Advus Financial Partners, LLC first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2022 and held it in 3 quarters.
  • Advus Financial Partners, LLC's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $1.4M in Q4 2022.
  • 390 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2023.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2023, filed 25 Aug 2026.