LifePlan Financial Group’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

LifePlan Financial 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 Q3	$73K	Hold	1,321	–	–	0.03%	216
2020 Q2	$69K	Buy	1,321 +447	+51%	+$22.6K	0.03%	216
2020 Q1	$41K	Sell	874 -89	-9%	-$4.8K	0.02%	242
2019 Q4	$56K	Buy	963 +323	+50%	+$18.7K	0.02%	233
2019 Q3	$37K	Buy	640 +74	+13%	+$4.25K	0.02%	277
2019 Q2	$33K	Hold	566	–	–	0.02%	284
2019 Q1	$34K	Buy	+566	New	+$33.1K	0.02%	285

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

CPO

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

LifePlan Financial Group's EEMV Position: Q3 2020 in Review

LifePlan Financial Group held its iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) position steady in Q3 2020 at 1,321 shares worth $73K. The position accounts for 0.03% of the portfolio, ranked #216.

LifePlan Financial Group first reported a position in EEMV in Q1 2019 and has held it in 7 quarters since. 330 funds tracked by Wall St. Rank hold EEMV as of Q3 2020.

LifePlan Financial Group held 1,321 shares of iShares MSCI Emerging Markets Min Vol Factor ETF worth $73K as of Q3 2020.
LifePlan Financial Group left its iShares MSCI Emerging Markets Min Vol Factor ETF share count unchanged in Q3 2020.
iShares MSCI Emerging Markets Min Vol Factor ETF made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #216 holding.
LifePlan Financial Group first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q1 2019 and has held it in 7 quarters since.
330 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.