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

JFS 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 Q1	–	Sell	-29	Closed	-$2K	–	513
2019 Q4	$2K	Hold	29	–	–	﹤0.01%	454
2019 Q3	$2K	Buy	+29	New	+$1.67K	﹤0.01%	448
2017 Q2	–	Sell	-77	Closed	-$4K	–	420
2017 Q1	$4K	Hold	77	–	–	﹤0.01%	399
2016 Q4	$4K	Buy	+77	New	+$3.95K	﹤0.01%	399
2016 Q2	–	Sell	-72	Closed	-$4K	–	531
2016 Q1	$4K	Hold	72	–	–	﹤0.01%	463
2015 Q4	$4K	Hold	72	–	–	﹤0.01%	463
2015 Q3	$4K	Buy	+72	New	+$3.81K	﹤0.01%	405
2015 Q2	–	Sell	-68	Closed	-$4K	–	510
2015 Q1	$4K	Sell	68 -1,032	-94%	-$59.7K	﹤0.01%	428
2014 Q4	$62K	Sell	1,100 -776	-41%	-$45.5K	0.01%	163
2014 Q3	$112K	Buy	1,876 +954	+103%	+$58.8K	0.02%	117
2014 Q2	$55K	Buy	+922	New	+$54.6K	0.01%	177

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

JFS Wealth Advisors's EEMV Position: Q1 2020 in Review

JFS Wealth Advisors sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 29 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in EEMV in Q2 2014 and held it in 11 quarters. The position peaked at $112K in Q3 2014. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

JFS Wealth Advisors reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
JFS Wealth Advisors sold 29 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $2K.
JFS Wealth Advisors first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q2 2014 and held it in 11 quarters.
JFS Wealth Advisors's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $112K in Q3 2014.
347 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q1 2020.

Based on JFS Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.