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Legacy Wealth Planning’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Legacy Wealth Planning’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
-5,969
Closed -$280K – 78
2020
Q1 		$280K Sell
5,969
-70,299
-92% -$3.79M 0.45% 47
2019
Q4 		$4.47M Buy
+76,268
New +$4.43M 5.07% 4

Other funds holding EEMV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Wealth Planning's EEMV Position: Q2 2020 in Review

Legacy Wealth Planning sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2020, closing a stake of 5,969 shares — an estimated $280K sold.

Legacy Wealth Planning first reported a position in EEMV in Q4 2019 and held it in 2 quarters. The position peaked at $4.47M in Q4 2019. 334 funds tracked by Wall St. Rank hold EEMV as of Q2 2020.

  • Legacy Wealth Planning reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Planning sold 5,969 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2020, an estimated $280K.
  • Legacy Wealth Planning first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Legacy Wealth Planning's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $4.47M in Q4 2019.
  • 334 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2020.

Based on Legacy Wealth Planning's 13F filing for Q2 2020, filed 17 Aug 2020.