Great Valley Advisor Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Great Valley Advisor Group’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 Q4	–	Sell	-9,669	Closed	-$534K	–	476
2020 Q3	$534K	Sell	9,669 -5,727	-37%	-$316K	0.07%	240
2020 Q2	$800K	Buy	15,396 +545	+4%	+$27.6K	0.13%	175
2020 Q1	$696K	Buy	14,851 +2,269	+18%	+$122K	0.18%	142
2019 Q4	$738K	Sell	12,582 -9,652	-43%	-$560K	0.16%	169
2019 Q3	$1.27M	Sell	22,234 -13,715	-38%	-$789K	0.31%	97
2019 Q2	$2.12M	Buy	35,949 +23,276	+184%	+$1.36M	0.53%	59
2019 Q1	$751K	Sell	12,673 -170,236	-93%	-$9.95M	0.24%	122
2018 Q4	$14.7M	Buy	+182,909	New	+$10.3M	5.5%	2

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

CPO

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

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 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

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

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

Great Valley Advisor Group's EEMV Position: Q4 2020 in Review

Great Valley Advisor Group sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q4 2020, closing a stake of 9,669 shares — an estimated $534K sold.

Great Valley Advisor Group first reported a position in EEMV in Q4 2018 and held it in 8 quarters. The position peaked at $14.7M in Q4 2018. 362 funds tracked by Wall St. Rank hold EEMV as of Q4 2020.

Great Valley Advisor Group reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
Great Valley Advisor Group sold 9,669 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q4 2020, an estimated $534K.
Great Valley Advisor Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 8 quarters.
Great Valley Advisor Group's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $14.7M in Q4 2018.
362 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q4 2020.

Based on Great Valley Advisor Group's 13F filing for Q4 2020, filed 29 Jan 2021.