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Core Wealth Advisors (Florida)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q3 		– Sell
-492
Closed -$26K – 165
2020
Q2 		$26K Sell
492
-71,545
-99% -$3.62M 0.02% 68
2020
Q1 		$3.38M Buy
72,037
+6,616
+10% +$357K 2.57% 13
2019
Q4 		$3.84M Buy
+65,421
New +$3.8M 2.2% 17

Other funds holding EEMV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Core Wealth Advisors (Florida)'s EEMV Position: Q3 2020 in Review

Core Wealth Advisors (Florida) sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2020, closing a stake of 492 shares — an estimated $26K sold.

Core Wealth Advisors (Florida) first reported a position in EEMV in Q4 2019 and held it in 3 quarters. The position peaked at $3.84M in Q4 2019. 330 funds tracked by Wall St. Rank hold EEMV as of Q3 2020.

  • Core Wealth Advisors (Florida) reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 492 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2020, an estimated $26K.
  • Core Wealth Advisors (Florida) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.84M in Q4 2019.
  • 330 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2020, filed 12 Nov 2020.