Estate Counselors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Estate Counselors’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 Q3	–	Sell	-48,770	Closed	-$2.54M	–	126
2020 Q2	$2.54M	Sell	48,770 -11,380	-19%	-$576K	0.41%	54
2020 Q1	$2.82M	Sell	60,150 -5,850	-9%	-$316K	0.46%	48
2019 Q4	$3.87M	Buy	66,000 +3,250	+5%	+$189K	0.57%	48
2019 Q3	$3.58M	Buy	62,750 +6,400	+11%	+$368K	0.55%	48
2019 Q2	$3.32M	Buy	56,350 +28,300	+101%	+$1.65M	0.52%	48
2019 Q1	$1.66M	Buy	+28,050	New	+$1.64M	0.29%	49
2018 Q3	–	Sell	-151,180	Closed	-$8.74M	–	65
2018 Q2	$8.74M	Buy	151,180 +41,150	+37%	+$2.5M	1.66%	21
2018 Q1	$6.86M	Buy	110,030 +5,400	+5%	+$337K	1.27%	30
2017 Q4	$6.36M	Buy	+104,630	New	+$6.22M	1.27%	34

Other funds holding EEMV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Estate Counselors's EEMV Position: Q3 2020 in Review

Estate Counselors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2020, closing a stake of 48,770 shares — an estimated $2.54M sold.

Estate Counselors first reported a position in EEMV in Q4 2017 and held it in 9 quarters. The position peaked at $8.74M in Q2 2018. 330 funds tracked by Wall St. Rank hold EEMV as of Q3 2020.

Estate Counselors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Estate Counselors sold 48,770 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2020, an estimated $2.54M.
Estate Counselors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2017 and held it in 9 quarters.
Estate Counselors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $8.74M in Q2 2018.
330 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2020.

Based on Estate Counselors's 13F filing for Q3 2020, filed 28 Oct 2020.