American Economic Planning Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

American Economic Planning 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
2019 Q3	$575K	Buy	10,052 +1,415	+16%	+$81.4K	0.16%	50
2019 Q2	$508K	Buy	8,637 +705	+9%	+$41.2K	0.15%	52
2019 Q1	$470K	Buy	7,932 +279	+4%	+$16.3K	0.15%	49
2018 Q4	$428K	Sell	7,653 -297	-4%	-$16.7K	0.14%	50
2018 Q3	$471K	Buy	7,950 +489	+7%	+$28.7K	0.17%	40
2018 Q2	$432K	Sell	7,461 -436	-6%	-$26.5K	0.16%	44
2018 Q1	$492K	Sell	7,897 -108	-1%	-$6.75K	0.18%	44
2017 Q4	$486K	Buy	8,005 +200	+3%	+$11.9K	0.18%	43
2017 Q3	$453K	Buy	7,805 +226	+3%	+$13K	0.17%	42
2017 Q2	$420K	Sell	7,579 -58	-0.8%	-$3.18K	0.17%	44
2017 Q1	$409K	Buy	7,637 +331	+5%	+$17.1K	0.16%	40
2016 Q4	$357K	Buy	7,306 +352	+5%	+$18K	0.15%	37
2016 Q3	$375K	Buy	6,954 +563	+9%	+$30K	0.15%	31
2016 Q2	$330K	Buy	6,391 +1,127	+21%	+$57.2K	0.13%	37
2016 Q1	$270K	Buy	+5,264	New	+$250K	0.11%	43

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

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CPO

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

American Economic Planning Group's EEMV Position: Q3 2019 in Review

American Economic Planning Group increased its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) stake by 16% in Q3 2019, buying an estimated $81.4K and bringing the position to 10,052 shares worth $575K. The position accounts for 0.16% of the portfolio, ranked #50.

American Economic Planning Group first reported a position in EEMV in Q1 2016 and has held it in 15 quarters since. 345 funds tracked by Wall St. Rank hold EEMV as of Q3 2019.

American Economic Planning Group held 10,052 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $575K as of Q3 2019.
American Economic Planning Group bought 1,415 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2019, an estimated $81.4K.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.16% of American Economic Planning Group's portfolio in Q3 2019, its #50 holding.
American Economic Planning Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2016 and has held it in 15 quarters since.
345 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.