Financial Architects (New Jersey)’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Financial Architects (New Jersey)’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	-396	Closed	-$21K	–	409
2020 Q2	$21K	Hold	396	–	–	﹤0.01%	543
2020 Q1	$19K	Sell	396 -250	-39%	-$13.5K	0.01%	521
2019 Q4	$38K	Sell	646 -1,761	-73%	-$102K	0.01%	468
2019 Q3	$137K	Sell	2,407 -544	-18%	-$31.3K	0.03%	283
2019 Q2	$174K	Buy	2,951 +2,800	+1,854%	+$164K	0.03%	277
2019 Q1	$9K	Hold	151	–	–	﹤0.01%	1105
2018 Q4	$8K	Buy	+151	New	+$8.47K	﹤0.01%	1037
2018 Q2	–	Sell	-2,335	Closed	-$146K	–	1368
2018 Q1	$146K	Buy	+2,335	New	+$146K	0.03%	364
2017 Q3	–	Sell	-121	Closed	-$7K	–	1509
2017 Q2	$7K	Buy	121 +19	+19%	+$1.04K	﹤0.01%	1206
2017 Q1	$5K	Buy	102 +91	+827%	+$4.71K	﹤0.01%	1274
2016 Q4	$1K	Buy	+11	New	+$564	﹤0.01%	1342

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

Financial Architects (New Jersey)'s EEMV Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2020, closing a stake of 396 shares — an estimated $21K sold.

Financial Architects (New Jersey) first reported a position in EEMV in Q4 2016 and held it in 11 quarters. The position peaked at $174K in Q2 2019. 330 funds tracked by Wall St. Rank hold EEMV as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 396 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2020, an estimated $21K.
Financial Architects (New Jersey) first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2016 and held it in 11 quarters.
Financial Architects (New Jersey)'s iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $174K in Q2 2019.
330 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.