FMA Advisory’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

FMA Advisory’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	-58,633	Closed	-$3.44M	–	146
2019 Q4	$3.44M	Buy	58,633 +1,448	+3%	+$84K	1.38%	21
2019 Q3	$3.27M	Sell	57,185 -2,706	-5%	-$156K	1.42%	20
2019 Q2	$3.52M	Buy	59,891 +903	+2%	+$52.7K	1.56%	16
2019 Q1	$3.5M	Buy	58,988 +2,040	+4%	+$119K	1.6%	14
2018 Q4	$3.18M	Buy	56,948 +2,255	+4%	+$127K	1.64%	16
2018 Q3	$3.24M	Buy	54,693 +326	+0.6%	+$19.1K	1.45%	18
2018 Q2	$3.15M	Buy	54,367 +119	+0.2%	+$7.24K	1.48%	15
2018 Q1	$3.38M	Buy	54,248 +5,060	+10%	+$316K	1.65%	12
2017 Q4	$2.99M	Buy	49,188 +8,110	+20%	+$482K	1.4%	19
2017 Q3	$2.39M	Buy	+41,078	New	+$2.36M	1.39%	20
2017 Q2	–	Sell	-40,459	Closed	-$2.17M	–	118
2017 Q1	$2.17M	Buy	+40,459	New	+$2.09M	1.1%	29
2015 Q2	$0	Buy	+4	New	+$243	﹤0.01%	344

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

EMPI

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

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

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

FMA Advisory's EEMV Position: Q1 2020 in Review

FMA Advisory sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 58,633 shares — an estimated $3.44M sold.

FMA Advisory first reported a position in EEMV in Q2 2015 and held it in 12 quarters. The position peaked at $3.52M in Q2 2019. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

FMA Advisory reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
FMA Advisory sold 58,633 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $3.44M.
FMA Advisory first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2015 and held it in 12 quarters.
FMA Advisory's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $3.52M in Q2 2019.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2020.

Based on FMA Advisory's 13F filing for Q1 2020, filed 12 Apr 2021.