Heritage Wealth Advisors’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Heritage Wealth Advisors’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 Q2	–	Sell	-510	Closed	-$23.9K	–	442
2020 Q1	$23.9K	Sell	510 -2,781	-85%	-$150K	﹤0.01%	302
2019 Q4	$193K	Buy	3,291 +18	+0.5%	+$1.04K	0.03%	171
2019 Q3	$186K	Buy	3,273 +1,930	+144%	+$111K	0.03%	161
2019 Q2	$79.1K	Sell	1,343 -11	-0.8%	-$642	0.01%	215
2019 Q1	$80.3K	Buy	+1,354	New	+$79.1K	0.01%	193
2018 Q2	–	Sell	-7,447	Closed	-$464K	–	118
2018 Q1	$464K	Hold	7,447	–	–	0.19%	72
2017 Q4	$452K	Hold	7,447	–	–	0.19%	74
2017 Q3	$433K	Buy	7,447 +300	+4%	+$17.2K	0.22%	64
2017 Q2	$396K	Buy	7,147 +216	+3%	+$11.9K	0.21%	68
2017 Q1	$371K	Sell	6,931 -87,745	-93%	-$4.54M	0.2%	69
2016 Q4	$4.63M	Sell	94,676 -4,040	-4%	-$207K	3.03%	7
2016 Q3	$5.34M	Sell	98,716 -12,040	-11%	-$642K	3.7%	5
2016 Q2	$5.71M	Sell	110,756 -3,710	-3%	-$188K	3.86%	5
2016 Q1	$5.88M	Sell	114,466 -1,940	-2%	-$92.2K	4.61%	5
2015 Q4	$5.66M	Sell	116,406 -17,734	-13%	-$906K	4.77%	5
2015 Q3	$6.68M	Buy	+134,140	New	+$7.1M	5.74%	5

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Heritage Wealth Advisors's EEMV Position: Q2 2020 in Review

Heritage Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2020, closing a stake of 510 shares — an estimated $23.9K sold.

Heritage Wealth Advisors first reported a position in EEMV in Q3 2015 and held it in 16 quarters. The position peaked at $6.68M in Q3 2015. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2020.

Heritage Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 510 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2020, an estimated $23.9K.
Heritage Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q3 2015 and held it in 16 quarters.
Heritage Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $6.68M in Q3 2015.
334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2020.

Based on Heritage Wealth Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.