Klingman & Associates’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Klingman & Associates’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	-8,014	Closed	-$470K	–	126
2019 Q4	$470K	Hold	8,014	–	–	0.08%	77
2019 Q3	$458K	Hold	8,014	–	–	0.08%	73
2019 Q2	$472K	Buy	8,014 +200	+3%	+$11.7K	0.09%	73
2019 Q1	$463K	Buy	+7,814	New	+$457K	0.09%	72
2016 Q4	–	Sell	-2,079	Closed	-$112K	–	164
2016 Q3	$112K	Hold	2,079	–	–	0.03%	128
2016 Q2	$107K	Hold	2,079	–	–	0.03%	134
2016 Q1	$107K	Hold	2,079	–	–	0.04%	131
2015 Q4	$101K	Hold	2,079	–	–	0.04%	160
2015 Q3	$103K	Hold	2,079	–	–	0.04%	158
2015 Q2	$120K	Hold	2,079	–	–	0.05%	120
2015 Q1	$123K	Hold	2,079	–	–	0.05%	111
2014 Q4	$117K	Buy	+2,079	New	+$122K	0.05%	113

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

Klingman & Associates's EEMV Position: Q1 2020 in Review

Klingman & Associates sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q1 2020, closing a stake of 8,014 shares — an estimated $470K sold.

Klingman & Associates first reported a position in EEMV in Q4 2014 and held it in 12 quarters. The position peaked at $472K in Q2 2019. 347 funds tracked by Wall St. Rank hold EEMV as of Q1 2020.

Klingman & Associates reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Klingman & Associates sold 8,014 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q1 2020, an estimated $470K.
Klingman & Associates first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2014 and held it in 12 quarters.
Klingman & Associates's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $472K 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 Klingman & Associates's 13F filing for Q1 2020, filed 29 Apr 2020.