Fiduciary Planning’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-99	Closed	-$6K	–	116
2021 Q1	$6K	Hold	99	–	–	0.01%	186
2020 Q4	$6K	Buy	99 +2	+2%	+$117	0.01%	172
2020 Q3	$5K	Buy	+97	New	+$5.36K	0.01%	140
2020 Q1	–	Sell	-77,761	Closed	-$4.43M	–	48
2019 Q4	$4.43M	Buy	+77,761	New	+$4.51M	4.09%	7

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

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

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

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

WBG

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

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

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

Fiduciary Planning's EEMV Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2021, closing a stake of 99 shares — an estimated $6K sold.

Fiduciary Planning first reported a position in EEMV in Q4 2019 and held it in 4 quarters. The position peaked at $4.43M in Q4 2019. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2021.

Fiduciary Planning reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 99 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2021, an estimated $6K.
Fiduciary Planning first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 4 quarters.
Fiduciary Planning's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.43M in Q4 2019.
334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.