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

Curtis Advisory 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
2020
Q2 		– Sell
-8,195
Closed -$385K – 57
2020
Q1 		$385K Sell
8,195
-1,839
-18% -$99.2K 0.25% 34
2019
Q4 		$589K Buy
+10,034
New +$582K 0.34% 27

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Curtis Advisory Group's EEMV Position: Q2 2020 in Review

Curtis Advisory Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2020, closing a stake of 8,195 shares — an estimated $385K sold.

Curtis Advisory Group first reported a position in EEMV in Q4 2019 and held it in 2 quarters. The position peaked at $589K in Q4 2019. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2020.

  • Curtis Advisory Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Curtis Advisory Group sold 8,195 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2020, an estimated $385K.
  • Curtis Advisory Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Curtis Advisory Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $589K in Q4 2019.
  • 334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2020.

Based on Curtis Advisory Group's 13F filing for Q2 2020, filed 20 Jul 2020.