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Litman Gregory Wealth Management’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Litman Gregory Wealth Management’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
2019
Q3 		– Sell
-175
Closed -$10K – 226
2019
Q2 		$10K Hold
175
– – ﹤0.01% 156
2019
Q1 		$10K Hold
175
– – ﹤0.01% 106
2018
Q4 		$10K Buy
+175
New +$9.82K ﹤0.01% 113

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Litman Gregory Wealth Management's EEMV Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q3 2019, closing a stake of 175 shares — an estimated $10K sold.

Litman Gregory Wealth Management first reported a position in EEMV in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 344 funds tracked by Wall St. Rank hold EEMV as of Q3 2019.

  • Litman Gregory Wealth Management reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 175 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q3 2019, an estimated $10K.
  • Litman Gregory Wealth Management first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 3 quarters.
  • Litman Gregory Wealth Management's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $10K in Q2 2019.
  • 344 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.