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

Berger Financial 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
-65,690
Closed -$4.01M – 201
2020
Q4 		$4.01M Buy
+65,690
New +$3.83M 0.7% 51

Other funds holding EEMV

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berger Financial Group's EEMV Position: Q1 2021 in Review

Berger Financial Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2021, closing a stake of 65,690 shares — an estimated $4.01M sold.

Berger Financial Group first reported a position in EEMV in Q4 2020 and held it in 1 quarter. The position peaked at $4.01M in Q4 2020. 356 funds tracked by Wall St. Rank hold EEMV as of Q1 2021.

  • Berger Financial Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 65,690 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2021, an estimated $4.01M.
  • Berger Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.01M in Q4 2020.
  • 356 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2021.

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