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

EPG 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
2020
Q1 		– Sell
-75
Closed -$4K – 793
2019
Q4 		$4K Buy
+75
New +$4.35K ﹤0.01% 538

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
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
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

EPG Wealth Management's EEMV Position: Q1 2020 in Review

EPG Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 75 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in EEMV in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

  • EPG Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • EPG Wealth Management sold 75 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $4K.
  • EPG Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • EPG Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.