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Fusion Family Wealth’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Fusion Family Wealth’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
-1,177
Closed -$74K – 57
2021
Q1 		$74K Buy
+1,177
New +$74.4K 0.01% 45
2017
Q1 		– Sell
-842
Closed -$42K – 350
2016
Q4 		$42K Buy
+842
New +$43.2K 0.02% 133

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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fusion Family Wealth's EEMV Position: Q2 2021 in Review

Fusion Family Wealth sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2021, closing a stake of 1,177 shares — an estimated $74K sold.

Fusion Family Wealth first reported a position in EEMV in Q4 2016 and held it in 2 quarters. The position peaked at $74K in Q1 2021. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2021.

  • Fusion Family Wealth reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Fusion Family Wealth sold 1,177 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2021, an estimated $74K.
  • Fusion Family Wealth first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $74K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.