Endurance Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Endurance Wealth 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
2019 Q2	–	Sell	-220	Closed	-$13K	–	474
2019 Q1	$13K	Hold	220	–	–	﹤0.01%	361
2018 Q4	$12K	Hold	220	–	–	﹤0.01%	353
2018 Q3	$13K	Hold	220	–	–	﹤0.01%	382
2018 Q2	$13K	Sell	220 -145	-40%	-$8.82K	﹤0.01%	383
2018 Q1	$23K	Buy	+365	New	+$22.8K	﹤0.01%	346

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Endurance Wealth Management's EEMV Position: Q2 2019 in Review

Endurance Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2019, closing a stake of 220 shares — an estimated $13K sold.

Endurance Wealth Management first reported a position in EEMV in Q1 2018 and held it in 5 quarters. The position peaked at $23K in Q1 2018. 364 funds tracked by Wall St. Rank hold EEMV as of Q2 2019.

Endurance Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
Endurance Wealth Management sold 220 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2019, an estimated $13K.
Endurance Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2018 and held it in 5 quarters.
Endurance Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $23K in Q1 2018.
364 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2019.

Based on Endurance Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.