Eagle Ridge Investment Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Eagle Ridge Investment Management’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	-3,787	Closed	-$243K	–	147
2021 Q2	$243K	Buy	3,787 +133	+4%	+$8.49K	0.03%	129
2021 Q1	$231K	Buy	3,654 +22	+0.6%	+$1.39K	0.03%	130
2020 Q4	$222K	Buy	+3,632	New	+$212K	0.03%	132
2017 Q4	–	Sell	-4,164	Closed	-$242K	–	177
2017 Q3	$242K	Buy	+4,164	New	+$239K	0.04%	151

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Eagle Ridge Investment Management's EEMV Position: Q3 2021 in Review

Eagle Ridge Investment Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2021, closing a stake of 3,787 shares — an estimated $243K sold.

Eagle Ridge Investment Management first reported a position in EEMV in Q3 2017 and held it in 4 quarters. The position peaked at $243K in Q2 2021. 320 funds tracked by Wall St. Rank hold EEMV as of Q3 2021.

Eagle Ridge Investment Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
Eagle Ridge Investment Management sold 3,787 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2021, an estimated $243K.
Eagle Ridge Investment Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2017 and held it in 4 quarters.
Eagle Ridge Investment Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $243K in Q2 2021.
320 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2021.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2021, filed 2 Nov 2021.