AlphaSimPlex Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

AlphaSimPlex Group’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
2021 Q1	–	Sell	-6,965	Closed	-$425K	–	268
2020 Q4	$425K	Hold	6,965	–	–	0.15%	238
2020 Q3	$384K	Hold	6,965	–	–	0.17%	199
2020 Q2	$362K	Sell	6,965 -8,056	-54%	-$408K	0.27%	150
2020 Q1	$705K	Buy	15,021 +3,852	+34%	+$208K	1.07%	26
2019 Q4	$655K	Buy	+11,169	New	+$648K	0.25%	142
2019 Q2	–	Sell	-11,234	Closed	-$666K	–	220
2019 Q1	$666K	Buy	+11,234	New	+$657K	0.22%	143
2018 Q3	–	Sell	-13,661	Closed	-$790K	–	88
2018 Q2	$790K	Hold	13,661	–	–	0.4%	87
2018 Q1	$852K	Buy	13,661 +3,547	+35%	+$222K	0.5%	75
2017 Q4	$615K	Buy	+10,114	New	+$601K	0.66%	16

Other funds holding EEMV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AlphaSimPlex Group's EEMV Position: Q1 2021 in Review

AlphaSimPlex Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2021, closing a stake of 6,965 shares — an estimated $425K sold.

AlphaSimPlex Group first reported a position in EEMV in Q4 2017 and held it in 9 quarters. The position peaked at $852K in Q1 2018. 356 funds tracked by Wall St. Rank hold EEMV as of Q1 2021.

AlphaSimPlex Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
AlphaSimPlex Group sold 6,965 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2021, an estimated $425K.
AlphaSimPlex Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 9 quarters.
AlphaSimPlex Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $852K in Q1 2018.
356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2021.

Based on AlphaSimPlex Group's 13F filing for Q1 2021, filed 12 May 2021.