Asset Planning Services (Pennsylvania)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-1,593	Closed	-$91K	–	120
2019 Q3	$91K	Hold	1,593	–	–	0.04%	103
2019 Q2	$94K	Buy	1,593 +17	+1%	+$993	0.04%	104
2019 Q1	$93K	Hold	1,576	–	–	0.04%	100
2018 Q4	$88K	Buy	1,576 +24	+2%	+$1.35K	0.04%	97
2018 Q3	$89K	Hold	1,552	–	–	0.04%	100
2018 Q2	$90K	Buy	1,552 +14	+0.9%	+$852	0.04%	99
2018 Q1	$96K	Hold	1,538	–	–	0.05%	96
2017 Q4	$93K	Buy	1,538 +25	+2%	+$1.49K	0.05%	109
2017 Q3	$88K	Hold	1,513	–	–	0.05%	113
2017 Q2	$84K	Buy	1,513 +12	+0.8%	+$659	0.05%	112
2017 Q1	$80K	Hold	1,501	–	–	0.05%	120
2016 Q4	$73K	Sell	1,501 -331	-18%	-$17K	0.06%	109
2016 Q3	$99K	Hold	1,832	–	–	0.08%	92
2016 Q2	$94K	Buy	1,832 +1,484	+426%	+$75.3K	0.08%	105
2016 Q1	$18K	Hold	348	–	–	0.02%	168
2015 Q4	$17K	Buy	348 +4	+1%	+$204	0.02%	138
2015 Q3	$17K	Buy	344 +4	+1%	+$212	0.02%	133
2015 Q2	$20K	Buy	+340	New	+$20.6K	0.02%	145

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CPO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s EEMV Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2019, closing a stake of 1,593 shares — an estimated $91K sold.

Asset Planning Services (Pennsylvania) first reported a position in EEMV in Q2 2015 and held it in 18 quarters. The position peaked at $99K in Q3 2016. 396 funds tracked by Wall St. Rank hold EEMV as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 1,593 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2019, an estimated $91K.
Asset Planning Services (Pennsylvania) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $99K in Q3 2016.
396 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.