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Disciplined Investments’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-200
Closed -$13K – 438
2021
Q2 		$13K Buy
+200
New +$12.8K 0.01% 289
2020
Q1 		– Sell
-360
Closed -$21K – 433
2019
Q4 		$21K Buy
+360
New +$20.9K 0.02% 240

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Disciplined Investments's EEMV Position: Q3 2021 in Review

Disciplined Investments sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2021, closing a stake of 200 shares — an estimated $13K sold.

Disciplined Investments first reported a position in EEMV in Q4 2019 and held it in 2 quarters. The position peaked at $21K in Q4 2019. 320 funds tracked by Wall St. Rank hold EEMV as of Q3 2021.

  • Disciplined Investments reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Disciplined Investments sold 200 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2021, an estimated $13K.
  • Disciplined Investments first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Disciplined Investments's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $21K in Q4 2019.
  • 320 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2021.

Based on Disciplined Investments's 13F filing for Q3 2021, filed 9 Nov 2021.